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- Interesting Article from Forbes Magazine on the Five Crucial Estate Planning Mistakes You Are Making
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Category Archives: Foundational Estate Plans
Estate Tax Gambler’s Anonymous
One of the topics I discuss in my initial client meetings is the federal estate tax and its future. Over the years, the discussion has had to change as the landscape of federal estate tax changes. I’m often asked what … Continue reading
Has Estate Planning Become Obsolete With The New Estate Tax Law?
Last month, Congress passed a broad tax law that included estate tax provisions increasing exemption amounts to $5 million per person. The new law, now known by an acronym that, if I write it here, will have you fleeing to … Continue reading
The Estate Planning Prescription Pad
I work with a fair number of financial advisors, insurance professionals and CPA/accountants. One of the services I provide for those valued planning partners is to review their client’s existing estate plans (where I was not the attorney or scrivener) … Continue reading
New Video Post – Life Insurance & Estate Planning Primer
Are you confused about life insurance and how it plays into your estate plan? Many people have misconceptions about life insurance and whether it passes estate tax free or not. Watch this short video to learn the basics. Continue reading
Posted in Foundational Estate Plans, Funding, Video
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