March 15, 2016

10 TYPES OF TRUSTS: A QUICK LOOK

Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  However, that’s what we, as estate planning…

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March 10, 2016

WILLS VS. TRUSTS: A QUICK & SIMPLE REFERENCE GUIDE

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact an experienced professional like me,…

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March 3, 2016

WILLS, TRUSTS & DYING INTESTATE: HOW THEY DIFFER

Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many…

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December 21, 2015

EARLY PREDICTIONS ABOUT 2016 ESTATE TAX, GIFT TAX, GST TAX AND ANNUAL GIFT TAX LIMITS

Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation…

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September 21, 2015

WHAT DOCUMENTS DO YOU NEED TO FIND AFTER A LOVED ONE DIES?

After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the…

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September 16, 2015

THREE ESTATE PLANNING MISTAKES FARMERS AND RANCHERS MAKE AND HOW TO AVOID THEM

Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life….

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May 21, 2015

IS A REVOCABLE LIVING TRUST RIGHT FOR YOU?

Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations….

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May 15, 2015

SHOULD I WRITE MY OWN WILL?

I’m sure you have heard this less than eloquent phrase before – “Garbage in, garbage out.” The phrase is typically used in…

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