Documentation Estate Planning

News & Analysis as of

Yes, It Is Time to Review Your Estate Plan

You were smart enough to create an estate plan almost five years ago while you were living and working in San Mateo, California. However, with everything else going on in your life, updating the plan is not among your highest...more

Estate Planning Considerations: Documentation and Peace of Mind

With the introduction of the American Taxpayer Relief Act of 2012 (Act), the world of estate planning has been injected with a dose of certainty after more than 10 years of uncertainty as to federal estate, gift and...more

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