9 Estate planning questions to ask before year-end

It’s hard to believe but 2015 is almost here. Are you ready? Is your estate plan ready? Here are nine estate planning questions to ask before it rings midnight on December 31st. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? I know two things for sure—the law is going to Continue Reading →

Olympic medals come with a price tag: Why this matters in estate planning

The Olympic medals don’t come free. Every medal winner in Sochi, from Sage Kotsenburg who won gold in snowboard slopestyle to Julia Mancuso who won bronze in skiing super combined, will owe the U.S. government as much as $10,000 in taxes just for bringing home a medal. The U.S. is one of only a handful of developed countries who tax Continue Reading →