Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 1

No matter who you voted for this year, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. And as you’ll learn here, there are a number of reasons why you should start strategizing now, because if you wait, it will very likely be too late.  Although the Presidential election seems to be decided (political views aside), Read More

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 2

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have any relevance to your own life, the series actually sheds light on a number of critical Read More

5 Estate Planning Must-Dos if You’re Getting Divorced—Part 2

Because getting divorced can be overwhelming on so many different levels, updating your estate plan often takes a back seat to other seemingly more-pressing priorities. But failing to update your plan for divorce can have potentially tragic consequences, some of which you may have never even considered before. In Part 1 of this blog post, we reviewed a couple “must-do’s” if you’re getting divorced, and we’ll review a Read More

7 Events That Necessitate a Review of Your Estate Plan

Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is not a one-and-done type of deal: it should continuously evolve along with your life circumstances. No matter who you are, your life will inevitably change - families change, laws change, assets change, and goals change. In the absence of any major life events, we recommend Read More

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 1

Do a Google search for “online estate planning documents”, and you’ll find dozens of different websites. From LegalZoom and to Rocket Lawyer and, these do-it-yourself (DIY) planning services might seem like an enticing bargain. The sites let you complete and print out just about any kind of planning document you can think of—wills, trusts, health care directives, and powers of Read More

What The Tax Cuts And Jobs Act May Mean For Estate Planning

The latest tax reform made sweeping changes to the U.S. Tax Code. Learn more about what these changes may mean for estate planning. On December 22, 2017, President Trump signed the Tax Cut and Jobs Act (TCJA) into law. The TCJA provides the most comprehensive reform of the United States Tax Code in over 30 years. One significant area impacted by the new law is estate planning, where reforms could have major Read More