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Power of Attorney Beneficiaries Year-End Planning

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

Adler Pollock & Sheehan P.C.

Year end is an ideal time to review your estate plan

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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