Posts in 2015

Dec 31 Make an Achievable 2016 New Year’s Resolution – Get an Estate Plan Checkup!

With 2016 right around the corner, it’s time to start thinking about your new year’s resolutions. It doesn’t matter whether you ...

Dec 31 Name: Year End Estate Planning Tip #1 – Check Your Estate Tax Planning

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of ...

Dec 30 Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

Most people think of probate as a private process. However, since wills are filed at the courthouse, probated estates become a ...

Dec 15 One Last Thing: Don’t Miss These 2015 Hot Estate Planning Topics

In case you missed any of them, here is a rundown of six hot estate planning topics we covered this year: 1. 5 Things You Need to ...

Nov 23 These States Will Usher in Changes to Their Death Taxes in 2016

In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District of ...

Nov 23 What the Recently Released 2016 IRS Inflation Adjustments Mean for You

The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate ...