Category: How We Do It
My second job as an attorney was working for a large law firm doing “big deals”. (My first job was as a judicial clerk for a federal district judge for one year.) I worked on bringing the Tempur-Pedic company public with an IPO (initial public offering). To be clear, my work was limited to […]
There’s an old acting joke whereby actors look to directors to learn, “What’s my motivation for this scene?” I often help clients understand, as they are bombarded with advice from people on the issue of VA benefits and Medicaid, what the motivation of the people giving advice is. There are two types of institutions who […]
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 another site — it’s that boring — also includes a provision that allows an individual […]
Not everything on the Internet is what it seems. That goes for estate planning solutions as well. Take the time to make a real relationship with an actual person when spending money on something as crucial as estate planning.