With the proliferation of the internet has come a plethora of websites claiming that individuals may take a “Do It Yourself” approach to Estate Planning. While individuals may think that a plan … [Read more...] about Common Mistakes in Estate Planning – IV

Those who take the time to create an Estate Plan usually desire to keep it private and to ensure that no beneficiary can alter the plan after their death. Sometimes, the desire to maintain privacy … [Read more...] about Common Mistakes in Estate Planning – Part III

When people think about an Estate Plan, they often have tunnel vision and focus on just a few of the many considerations that influence the plan. Most individuals focus on their assets and figuring … [Read more...] about Common Mistakes in Estate Planning – Part II

Despite knowing that they should have an estate plan, many individuals look for shortcuts to creating an Estate Plan. They rely upon advice from seemingly well-intentioned individuals that if avoiding … [Read more...] about Common Mistakes in Estate Planning – Part I

As interest rates continue to climb, Estate Planning practitioners look to different planning techniques to take advantage of rising rates. Two common estate planning techniques work well in … [Read more...] about What’s Estate Planning Got to do with Interest Rates – Part II

President Biden scored a win on some issues, but a loss on others when he signed the Inflation Reduction Act into law. The legislation left the estate and gift tax alone and made modest changes to the … [Read more...] about The Inflation Reduction Act

Interest rates were at historic lows for many years. Those rates have begun to rise in recent months and may continue to do so. Practitioners need to monitor interest rates in order to advise clients … [Read more...] about What’s Estate Planning Got to do with Interest Rates – Part I