Posts in 2017

Dec 29 Tax Cuts and Jobs Act of 2017 - and its effect on Estate Planning

Estate Tax Exemptions and Estate Tax. Despite much discussion, the Estate Tax is not repealed. However, the Act increased the ...

Sep 26 Why a Trust Should Always Be Created Before Incapacity

There is no DO-OVER after Incapacity or Death What happens after the creators of a Trust (a.k.a. the Settlors) approach a point in ...

Sep 19 The Importance of a Letter of Instruction to the Trustee

Your (Testamentary) Word is As Good As the Paper It’s Written On A great rule of thumb in estate planning is to document your ...

Sep 12 Estate Planning Ensures Beneficiaries Know What to Expect

“That’s Not What He Really Wanted” – a Beneficiary’s Famous First Words Estate administration can be so traumatic. Here is a ...

Sep 05 Should Wealth Planning and Estate Planning Be Taught in School?

One can argue about the practical application in the life of learning about meiosis and mitosis, compared to “Wealth Management ...

Aug 29 What's More Expensive Than an Estate Plan? Regret.

Estate Planning is one of these tasks that often fall under “discretionary spending,” and because it has the stigma of having to ...