Category Archives: Estate Tax

What’s With All Those Dinner Invitations?

Do you receive invitations in your mail to attend meetings at fancy restaurants in your area? I get them all the time. So are they really free? You might be surprised to read that for the most part they really … Continue reading

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Don’t Forget Charities

Many of us give to our favorite charity on a regular basis, but when making our estate plans, completely forget about them.  I find many clients are concerned that if they give to a charity, their family will get nothing.  … Continue reading

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What Type of Trust Do You Need?

There are many types of trusts and frequently a trust will include multiple characteristics.  For example, one of the most frequent classifications of trusts is by when they become effective, i.e., living trusts and testamentary trusts. A living trust or … Continue reading

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More Reasons to Revise Your Estate Planning Documents

In the first part of this series, I discussed twelve reasons for revising your estate planning documents.  Normally I suggest clients review their wills, trusts, powers of attorney and other estate planning documents within at least five years of when … Continue reading

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