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What Will Your Legacy Be?

Websters Dictionary defines the term “Legacy” as: 1) a gift by will especially of money or other personal property, or 2) something transmitted by or received from an ancestor or predecessor or from the past. As an estate planning attorney, I see the term “legacy” most often associated with the transfer of money or some item of real or perceived worth. While that most certainly is an appropriate use of the term under the first definition above, it’s a use that greatly diminishes what a legacy can and perhaps should be.

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Life Estate Planning – There are Fates Worse than Death!

As estate planners, most of our clients come to us seeking guidance as they plan for the end of their lives, focusing on how they are going to take care of those people and things they care about the most when they are gone. This is certainly a necessary endeavor, but planning for our timely or untimely deaths is only a part of comprehensive estate planning.

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Financial Planning – Filling the Special Needs Estate Planning Box

One of the most rewarding aspects of being special needs estate planners is the opportunity we have to work with professionals from other disciplines in order to help those families of special needs children and adults.  From insurance professionals, financials planners, accountants or clinicians and therapists, special needs planning allows us to work with people who are as dedicated as we are to helping families deal with their very unique, very special circumstances and challenges.

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Estate Tax Legislation- What Does it Mean to You?

For those of you who have been following the news, you have probably noticed the jockeying that has been going on between the democrats and the republicans as each party makes their final push to pass their year-end legislative agendas.  While this political posturing many times leads to legislative gridlock to the point where no meaningful legislation from either side of the aisle gets passed, this December may prove to be different. 

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