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...]
May the Luck of the Irish be with you!
There is an Irish proverb "where the tongue slips, it speaks the truth". All too often, people speak in a way that is different than the estate plan that they leave. Prospective Clients often contact me to ask why the estate plan does not reflect the statements made by their loved one in life. All too often, there are two very different reasons … [Read more...]
Oh what wonders we can find!
Well, this week one of my assistants is off traveling out of the country, and she is going alone. While that decision was not mine to make, one of my concerns was, not surprisingly, how do things in your life get handled if the trip does not go as planned. Of course, Woless (as my Wonderful Legal Assistant who needs to be anonymous shall be named … [Read more...]
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