Leaving an Ethical Will as Part of Your Estate Plan

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 their planning. Letting your beneficiaries know your plans […]

Life Insurance as Part of Your Estate Plan

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 clairvoyant, deciding which options to employ generally […]

The Words of Your Estate Plan Matter

Did you know that best-selling author Tom Clancy’s estate ended up being the focus of a massive tax bill dispute between four of his children and his second wife? The controversy arose from an awkwardly written phrase in a codicil to Clancy’s will. The original will divide Clancy’s assets into three trusts, leaving one-third to […]

How to “SECURE” Your Retirement Savings

Earlier this summer, the House of Representatives nearly unanimously passed the Setting Every Community Up for Retirement Enhancement Act, aka the “SECURE Act.” This legislation proposes some of the biggest changes to retirement savings plan legislation since the 2006 Pension Protection Act. After passing the House with a 417-3 vote, proponents were hoping the SECURE […]

Protect Against Unintentionally Disinheriting Children

We hope you all know that parents are not required to leave their children an inheritance. Doing so, however, is a common goal and can be an integral part of family connections across generations. Our desire to pass on wealth, family treasures, and the property is the reason estate planning exists. When parents divorce, it […]