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WHEN SOMEONE DIES

If you are consulting this post, then you have likely suffered a recent loss. Though I do not yet know you, I express to you my sincere condolences as I understand what you are facing. Grief is very real. It impacts each one of us uniquely, but it is not uncommon. And...

Death Tax Confusion

Everyone knows about income taxes.  Some of us are familiar with payroll taxes.  But few have a grip on the arcane world of estate and gift taxes. Fortunately, most of us can now continue to ignore this tax.  The federal exemption has been set at over $10 million...

Plan “B”

Clients come to me with clear ideas about how they expect things to unfold. They develop their estate plan around these expectations. For example, most husbands anticipate that their wife will outlive them. Most parents anticipate they will die before their children....