Planning for Incapacity
Most of us realize that it is unrealistic to expect that accidents or misfortunes will never happen to us. We put off…
Smart Estate Planning for Your Pets and Companion Animals
Admit it! You snickered after reading the headline on this article, but this is serious business. There are more pets than children…
Transitions
When my sons Brad and Matthew reach the time for a transition, I am always amazed that they are ready. At the…
Four Wheelers, the Cat and Family!
Our family took a four-day weekend a while back. We went to my in-laws land near Cisco and rode four wheelers. Before…
Everyone Needs an Aunt Carol
My Aunt Carol passed away on Tuesday, February 17, 2015. A memorial is scheduled for Saturday, March 7 from 2:00-4:00 at the…
Spruce Up Your Old Trust With New Tax Advantages!
Bypass trusts can now be amended to take advantage of new tax laws. Bypass Trusts are also known as A/B Trusts, exemption…
Vial of Life – A Great Idea
Sue was in a car wreck and suffered a severe injury to the head. Ray went into a diabetic related coma. Anne…
Would You Do Me a Favor?
The absolutely best compliments are the ones I overhear. I do love it when my clients tell me I did a great…
How far can you walk in knee-deep mud?
I found out my limit is 3 miles. Matthew’s limit is 6 miles. We went to Hawaii and signed up for a…
Should you elect portability?
If your spouse died in 2011, 2012, 2013 or 2014, you can elect portability on an estate tax return. For a person…