Family dinners and probate
Corporate trustees are expensive. Talk to your children, and maybe you won’t need one.
Russell’s Dead
I’m building a practice that will survive me, so you don’t have to worry whether I’m dead or alive.
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.