Everyone loves spring cleaning, right? O.K., that might just be what my mother told me to get me to clean up my room when I was a little girl. I will confess that as a small child I saw absolutely no need to spend time cleaning my room, and growing up in Florida the concept of Spring was a bit nebulous for me as well. But now, one of my favorite … [Read more...]
Spring into Estate Planning
It is that time of the year......Spring Estate Review Planning sessions!! (I do provide my clients with a no-cost estate plan review, but even if you aren't a client, I hope that you will take out your estate plan, dust it off, read it and make sure it still works for your life). This week I had the privilege to spend some time with several of my … [Read more...]
The times they are a changing…..but you still need an estate plan!
Regardless of your thoughts about the new administration, one of the hallmarks of this administration's legislative agenda is significant tax reform. And one of the campaign promises? Eliminate estate taxes. Well, many people think, if there is no estate tax, there is no need to plan! As recent Forbes article by Lindsay Garland, "Do You Still … [Read more...]
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