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Category Archives: Estate Planning
The Election’s Impact on Estate Planning
This election raises more issues of policy and personal character than can even be listed in one post. An issue which does not get much coverage in the media is the potential impact of the election on estate planning. Hillary … Continue reading
Posted in Estate Planning, Federal Estate Taxes, Gifting
Tagged Donald Trump, Election, Federal Estate Tax, Gifting, Hillary Clinton
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Courts Increasing Scrutiny of Conservatorships
There are good reasons for courts to impose conservatorships, particularly to protect individuals vulnerable to fraud. But the conservatorship order has a drastic effect. It takes away the right to manage a person’s own affairs. Some courts have been increasing the … Continue reading
Posted in Conservatorships, Estate Planning, Incapacity Planning
Tagged Auditors, Conservatorships, Expense, Incapacity Planning, Scrutiny
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Keep Your Plan Up-to-date
Successful estate plans are those that accurately express your wishes. As wishes change, the plan needs to be updated. A new year is a good time to review your estate plan and make sure it is up-to-date. Time Magazine published a … Continue reading
Posted in Estate Planning, Life Insurance
Tagged Estate Plans, Fiduciaries, life insurance, New Year, Updates
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Happy New Year!
The new year is a time of pivoting, of looking two ways at once. We look back at the year 2015 that is gone. We remember and assess. At the same time we look forward to the year to come, … Continue reading
Posted in Estate Planning
Tagged Cardinals, Family, Goals, New Years Resolutions, Planning
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Preserve the Fruits of Your Labors – Estate Planning for Farmers
Farmers spend their lives investing their money, their time and the sweat of their brow into their fields and orchards. It is a cruel but all-too-common fate that in the end, when the owner passes on, the land must be … Continue reading
Posted in Estate Planning, Federal Estate Taxes
Tagged Estate Tax, Farmers, Fruits of Labor, Inheritance, Land
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Best of Blog: Thanksgiving Post – How to Talk Finances with the Family
Following is a Thanksgiving post from November 2010 on communicating with family about finances during the holidays: Estate planning is a gift. Ideally, executing a will or trust is unselfish. The intent is to benefit the heirs, while the planner … Continue reading
Posted in Best Of Blog, Estate Planning, Living Trusts
Tagged Communication, Family, Holidays, Undue Influence
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Planning for Art Collectors
I could happily get lost in a museum. Vermeer and Van Gogh, Durer and David are favorite painters. Greek sculpture and Gothic architecture fascinate me. I love art. I can understand the desire to own a masterpiece. But valuable art creates unique estate … Continue reading
Posted in Estate Planning, Federal Estate Taxes, Gifting
Tagged Art, Art Collecting, Estate Tax, Gift Tax
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