Health Care Directives Let You Control Future Medical Decisions

Michael Kling  |  March 11, 2020

Estate planning is about control: Putting a plan in place allows you to control certain issues even when you are impaired or have passed away. Health care directives are the part of estate planning that provides guidance about medical decisions to be made on your behalf i...

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The SECURE Act as Enacted – The New Rules for Retirement Plans

Michael Kling  |  February 13, 2020

The much-anticipated SECURE Act (Setting Up for Retirement Enhancement Act) (the “Act”) finally passed both houses of Congress and was signed into law by the President on December 20, 2019, becoming effective on January 1, 2020. As we discussed in an article late last yea...

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A Win for Taxpayers: Transfer Tax Clawback Eliminated

Michael Kling  |  January 14, 2020

In 2017 when the Tax Cuts and Jobs Act (TCJA) was signed into law, it made significant changes to gift and estate transfer taxes. These changes were effective starting in 2018 and continue through 2025. One of the biggest changes was doubling the basic exemption amount—me...

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Legacy spelled with wooden blocks

Leaving an Ethical Will as Part of Your Estate Plan

Michael Kling  |  December 12, 2019

In estate planning, we spend a lot of time working on the provisions of your will and trust documents. Expressing your intent in these documents is vitally important to ensuring your wishes are carried out. We also encourage our clients to talk to their loved ones about t...

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Life Insurance as part of estate planning

Life Insurance as Part of Your Estate Plan

Michael Kling  |  November 14, 2019

In estate planning, what we do revolves around your wealth, how it might grow in the future, and what you want to provide for your heirs. When you have substantial wealth and want to pass on substantial wealth, there are lots of options. Since estate planners are not clai...

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