Mental Capacity and Estate Planning
If you have all your marbles, can you still count them? And what does it matter?
What’s Your Number?
How much money do you need to retire? That number should drive your tax, gift, and financial planning.
Estate Tax Changes
The estate tax exemption amount just jumped to $10 million. Should that change your plans?
Estate Planning Rules of Thumb
Is your plan too complex for your situation? Too simple? Here are some rough guidelines.