estate planning education

1 min read 2021-11-23 20:45:03

Don’t Be A Turkey – Use Your Annual Per Donee Exclusion Amount

As the Thanksgiving holiday approaches, we will gather with our family, friends, and loved ones to give thanks for our blessings and consider all

1 min read 2021-11-18 20:45:50

Do you ever feel like you don’t have control over your day? Instead, the days and weeks take on a life of their own and just happen? How many times

1 min read 2021-11-16 20:45:07

As the world moves toward increased reliance on all things digital, it’s only natural that this has included digital currency, otherwise known as

1 min read 2021-11-11 20:45:11

Many people enjoy creating New Year’s Resolutions so they can tackle January with enthusiasm and the motivation that comes with the hope of a

1 min read 2021-11-09 20:45:44

There’s an oft-cited, paraphrased quote attributed to George Bernard Shaw: “Youth is wasted on the young.” In many ways it’s true. When we

1 min read 2021-11-04 19:45:39

Content marketing is a marketing method that focuses on creating, publishing, and distributing valuable, relevant content to attract, engage, and

1 min read 2021-11-02 19:45:54

October brings fall, pumpkin-spiced everything, and macabre things. Ghosts, ghouls, and goblins may Monster Mash through your mind; however, when I

1 min read 2021-10-28 19:45:41

The number “725” may not bear significance to many, but to the Academy it’s been the unintended record-breaking number of days that (prior to

1 min read 2021-10-26 19:45:38

Benjamin Franklin opined that “in this world nothing can be said to be certain except death and taxes.” Estate planning attorneys can add

1 min read 2021-10-21 19:45:10

A year ago today, my wife and I were in the process of moving into our new house. As many of you know, buying a house is one of the biggest decisions

1 min read 2021-10-19 19:45:06

Knowing and understanding the complexities of the Internal Revenue Code (“Code”) allows estate planning practitioners to provide advice

1 min read 2021-10-14 19:45:29

On Halloween, October 31, we celebrate ghosts and scary things. The spirits of the deceased are remembered on November 1 and 2, All Saints Day and

1 min read 2021-10-12 19:45:30

With age comes wisdom and often, vulnerability. While aging is inevitable, it’s often hard to face as previously routine tasks become more

1 min read 2021-10-07 19:45:52

Whether motivated by a passion to pursue more meaningful work, increased confidence in the economy, or plain old burnout, many people are ready to

1 min read 2021-10-05 19:45:30

Sometimes even the best-laid plans do not work out. Most everyone has certain goals in mind for their estate plan, including detailed disposition of