Don’t Look Now, but its Estate Tax May be Changing

As we watch the Houston Astros approach the end of the regular season, folks in Washington D.C. are talking about two significant changes that could affect us all. Senator Bernie Sanders has sponsored the 99.5 Percent Act (99.5% Act) and the Biden Administration is working on the Sensible Taxation and Equity Promotion (STEP) Act.  While …

Dying Young Without a Will

stop inheritance feuds

The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstances. Just this past week our community lost another young soul. Please remember …

DUTIES OF AN EXECUTOR

The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstances. One of the most important functions a person can perform for their …

Experience and Training Make the Difference in Estate Planning

Editor’s Note: The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstances. This week I reviewed a client’s estate plan with her …