When Should I Update My Estate Plan?

When Should I Update My Estate Plan?

Estate planning documents, including wills, trusts, power of attorney and related documents, are designed to reflect life, which inevitably includes a steady stream of changes. Tax laws change, as do families and relationships. When Should I Update My Estate Plan? A...
Write a Letter of Instruction for Loved Ones

Write a Letter of Instruction for Loved Ones

Have you considered how to write a letter of instructions for loved ones? A letter of intent is frequently recommended for parents of disabled children to share information for when the parent dies. However, letters of intent or a letter of instruction can also be a...

Estate Planning when So Much Is Uncertain

Negotiations in Washington continue to present a series of changing scenarios for estate planning. Until the ink is dry in the Oval Office, taxpayers face an uncertain legislative environment, says a recent article titled “Estate Planning in an Uncertain Time” from...