Your Estate Planning Binder: Tips for Proper Care and Maintenance

  You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. By tackling this challenge, you’ve not only established protections for your loved ones and legacy, but you’ve also freed up some important “mental space” that had previously been preoccupied. Once you create the documents…

Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.45 million today, the need for estate tax planning has drastically decreased.  Instead, higher income tax rates that were ushered in under the American Taxpayer Relief Act of 2012 (ATRA) have shifted the focus of estate planning to a new…