Category Archives: Estate Planning

Northshore Schools Foundation Interview

Riding the Biden Tax Plan

This post is not intended to be political, however, to some degree politics may be difficult to avoid. In short, there is a time bomb in Joe Biden’s proposed tax plan that will hit virtually everyone very hard. For those who simply listen to Joe Biden and Kamala Harris say they will only raise taxesContinue Reading

Can You ‘Bulletproof’ Your Estate Plan?

The reason most people write a Will and complete their estate plan is to make sure their wishes are carried out after they die.  You want to be certain that your spouse will get what you want, that your kids will get what you have left for them, and so on.  Problems can arise, however,Continue Reading

Top 10 Estate Planning Mistakes: First in a Series

It’s January 2019, and as is usually the case, I have a number of new clients with “resolutions” to make or update their estate planning paperwork.  With that in mind, I felt it would be useful to mention the top 10 mistakes many people make when creating a Will or other planning documents.  So hereContinue Reading

Dude, Where’s my Estate Plan?

Do you have an estate plan?  Statistics show that many people do not have any basic estate planning documents.  A recent survey found that only 14% of adults aged 18-29 have an estate plan, 35% of 30-49 year olds have one, 56% of those aged 50-64 and 68% for those over 65. Clearly the issue ofContinue Reading