Category: Elder Issues

Recipe for a “Satisfying” Estate Plan

Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebr... Read More »

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Election 2020: What Does This Mean to Your Estate Plan

With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislati... Read More »

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Savings Bonds: How They Should Be Dealt With In Your Estate Plan

A savings bond is defined as “a debt security issued by the U.S. Department of the Treasury to help pay for the U.S. government’s borrowing needs.... Read More »

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