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Estate Planning › Beneficiaries › Year-End Planning

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Conn Kavanaugh

New Year's Resolutions for your Estate Plan

Conn Kavanaugh on

Many of us love to make New Year’s resolutions – with a fresh, clean calendar laid out before us, the possibilities seem endless! But that vast expanse of “what might be” can also be overwhelming. So, if estate planning is on...more

Ward and Smith, P.A.

Estate Planning Resolutions for 2019

Ward and Smith, P.A. on

The holiday season soon will have come and gone. For many of us, the start of a new year can be a time of empty commitment to self-improvement. Meaningful resolutions are often made but are rarely kept. Instead of...more

Adler Pollock & Sheehan P.C.

Year end is an ideal time to review your estate plan

Adler Pollock & Sheehan P.C. on

As of this writing, it’s still anybody’s guess as to whether Congress will enact major tax reform legislation affecting federal gift and estate taxes. This situation casts a large shadow over estate planning at the end of...more

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