Estate Planning Updates
Coordinating Your Estate Plan
February 2009
At the beginning of this New Year, we wanted to take the opportunity to briefly share with you one of the most common mistakes in estate plans—the lack of coordination between your estate planning documents, such as wills or trusts, and your beneficiary designations on retirement plan assets and life insurance policies. ... read more
Changes In Your Estate Plan
October 2008
This year has passed quickly. As we approach the close of 2008, please consider the changes that have occurred in your life or in the lives of your family and friends.These changes may affect your estate plan or the estate plan of your parents. Some of the changes that may affect those estate plans include the following: The addition... read more
Federal Estate Tax Law
July 2008
As we progress through this important election year and listen to all the talk and rhetoric about how the candidates will make our lives and businesses better, the clock continues to count down on the repeal of the Federal estate tax law. The current applicable exemption amount from Federal estate tax is $2,000,000 per person. This is... read more
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