Do I Need To Update My Plan? You have crafted your estate plan years ago. Congratulations! But life does not stand still, and since creating your plan your circumstances have changed. Most changed circumstances will necessitate a review and possible Read More
Choosing a guardian for your children should you become incapacitated or die while they are still minors is an important aspect of your estate plan. In most cases, if your children's other parent survives you, he/she will likely have custody Read More
Federal estate and gift taxes are really a single tax on the value of property transferred from one person to another. The gift tax applies to transfers during life and the estate tax to transfers on death. Estate and gift Read More
The Role of Trusts in Estate Planning A trust is a legal relationship in which one person transfers property to another (the trustee) who on his promise holds legal title to the property for another (the beneficiary) according to the Read More
