Seminars
Latest Blog
Blog
Estate Planning
Understanding Estate Planning: Legal and Psychological Considerations Explained
What is Estate Planning? Is it a legal exercise? Is it a psychological exercise? Well, truthfully, there are a lot of both. The first question that I ask of individuals who come to see me is, what do you want to do with all of your widgets? You say we don’t have widgets. What you […]
Estate Planning
Estate Planning 101: Your Will Is Not An Estate Plan
What is an Estate Plan? Many people think that when you talk about an Estate Plan, that means you have a large estate subject potentially to federal estate taxation. With the federal estate tax exemption now at $11,400,000 for each individual, less than 2% of the estates in the entire United States will ever have […]