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Is My Estate Big Enough to Need Estate Planning?


I often get asked if there is a minimum estate value before estate planning is required.  The term estate planning is often associated with planning to minimize estate taxes and to plan to pass large amounts of wealth to future generations.  Although sometimes this is the case, with the recent changes in estate tax laws most clients […]
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Asset Protection Legal Counsel


I’m a “do-it-yourselfer.”  Ask my colleagues about all the home improvement stuff that I try to do myself.  I’m pretty handy and most projects turn out really well (at least I think so).  But there are three things I won’t touch:   1) high voltage electricity  2) natural gas  3) serious plumbing (soldering copper pipes, etc.).  The reasons that I won’t mess with […]
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