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The Only Constant in Life is Change

Wed 3 Jun, by on Estate Planning, Probate

The Only Constant in Life is Change

When circumstances change, so should your estate plan. Your estate plan was written to reflect your situation at a specific point in time –  and – as we all know – our lives continually change, unfolding in ways we might not have anticipated. Just like you meet with your doctor, financial advisor, or CPA on a regular basis, you need to meet with us on a regular basis as well. In this issue, we: Identify …

When Is It Critical to Review Your Estate Plan, and Why?

Wed 3 Jun, by on Estate Planning, Probate

When Is It Critical to Review Your Estate Plan, and Why?

Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time we see a doctor. Similarly, an annual planning meeting isn’t the only time you need to consider your estate plan. …

State Estate and Inheritance Taxes: Does Your State Have Them and How Should You Plan for Them

Tue 19 May, by on Estate Planning

State Estate and Inheritance Taxes: Does Your State Have Them and How Should You Plan for Them

The federal gift and estate tax exclusion is currently very high—$11.58 million for an individual and $23.16 million for a married couple in 2020. As a result, only very wealthy people currently need to be concerned that their estates will be taxable at the federal level, at least until 2026, when the increased exclusion amount is scheduled to return to the $5 million (adjusted for inflation) exclusion in place before the 2017 Tax Cuts and …

Caring For Yourself Through Estate Planning

Fri 15 May, by on Estate Planning

Caring For Yourself Through Estate Planning

Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our nurses or frontline healthcare workers. You work tirelessly caring for others and may not have a lot of free time to work on your estate planning. If you are able to answer the following questions or at least think them through, you can get a jump start on the estate planning process …

Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones

Wed 22 Apr, by on Estate Planning

Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones

News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. Although it may seem as though circumstances are spinning beyond our control, we are not powerless. There are steps we can take to protect ourselves and our families, both physically and financially. First, we can exercise caution in our interactions with others to ensure their health as well as our own, …

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