Talk to any estate planning attorney you hear some tragic procrastination or penny-wise dollar foolish stories; deceased divorcees who forgot to change their insurance beneficiaries; expensive incapacity battles for control over an estate; probate battles for control of a “family” plot, etc. And of course, there are many renown deceased celebrities without an estate plan that lead to expensive court battles resulting in at least one thing in common, avoidable attorney’s fees.

If you are like my family, the craziness has begun. The shopping, searching for the recipes, cleaning the house for the family members and guests, planning the activities, and the anticipation, excitement (and dread) of the families coming together for Thanksgiving holiday weekend. But despite the craziness of the occasion, it is a great time to have discussions about your estate planning desires, and decisions with your family and loved ones. The idea of getting your financi

Wow! Thanksgiving is next week! 2019 is just around the corner. I remember looking forward to ending 2017 and anticipating the arrival of 2018. Now I barely remember 2018! At least I am blessed to still be here doing what I love! Now on to why you decided to read this message. As we all prepare for the holidays and a new year, it is important we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: 1

Strategic Planning Guidance in Light of the Midterm Results Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way you never stop budgeting, saving, and investing as you go through life, it is also sensible to see estate planning as a lifelong project. Let us look at some of the considerations you should make now that the 2018 midterm elections are in the history books. Planning in a Fluctuating Political Climate Estate plans must c

With the passage of the Tax Cuts and Jobs Act in December 2017 (effective January 1, 2018), the 2018 tax season is going to look a little different for many filers. In order to ensure you are not caught behind the eight ball, there are a few things you need to think about and do before you sit down to file your taxes. 1. Gather Your Necessary Documents In preparation of your return, it is wise to have supporting documentation for all items listed on your income tax return.