There are several tools you can use to build flexibility into your estate plan. Flexibility is especially important now because of an uncertain estate planning environment. The federal gift and estate tax exemption currently is an inflation-adjusted $11.58 million (the highest it’s ever been) but it’s…
Tag: estate planning
Covid-19 Update I understand the last few days and weeks have probably caused you some anxiety not just about the volatile financial markets, but also – maybe primarily- about your health and the health of those you love and care about. I’m an estate planning lawyer…
Phote by Sarah Pflug from Burst Keep your estate planning documents Fresh and Local I often get calls from people who have just moved to Connecticut and are wondering if they need to update or revise their estate planning documents. What I usually say is…
If you watched the end of the Villanova – North Carolina NCAA Championship game Monday night you (a) saw a classic game; (b) with 4.7 seconds left and a timeout on the floor you were treated to the sight of Villanova’s 6’11’’ senior, Daniel Ochefu…
Over the course of a few blog posts I’ll be designing an estate plan for several members of the sprawling Buckman family. They are pretty typical. You might even know them. Frank and Marilyn are in their mid-sixties and live in an upscale St. Louis…
If you’ve been watching FX’s The People v. OJ Simpson – it’s mesmerizing despite having lived through it – you couldn’t help but be struck by the scene where a distressed Juice is getting ready to turn himself in. He’s high on a pill cocktail,…
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