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Your Estate Plan Should Reflect Who You Are. Here's How.
Your Estate Plan Should Reflect Who You Are. Here's How.

There is a famous scene in The Wizard of Oz where Dorothy steps into the magical Land of Oz and is transported from a black-and-white world to a Technicolor one. The phrase in living color originates from TV and film advertising in the mid-20th century, when black-and-white ...

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Recent Posts
  • Your Estate Plan Should Reflect Who You Are. Here's How.

    There is a famous scene in The Wizard of Oz where Dorothy steps into the magical Land of Oz and is transported from a black-and-white world to a Technicolor one. The phrase in living color originates ...

    Read More
  • The Digital Access Gap in Estate Planning

    When someone becomes incapacitated or dies, families often discover that the biggest barrier isn't paperwork — it's access. A locked smartphone, an inaccessible email account, or two-factor ...

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  • Funerals, Celebrations of Life, and More: Your End-of-Life Planning Options

    Many people have a childhood memory of somebody close to them passing away. Whether the deceased was a parent or grandparent, an aunt or uncle, or a family friend, it may have been their first real ...

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  • Closing the Estate Planning Gender Gap

    You have probably heard of the gender pay gap. But there is also another common disparity: the estate planning gender gap. Although the two are interrelated to some extent—earning less than men puts ...

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  • Estate Planning for Couples with a Noncitizen Spouse

    Noncitizen spouses are treated differently than US citizen spouses for estate and gift tax purposes. They do not get the unlimited marital deduction. Married US citizen spouses can generally transfer ...

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  • Estate Planning After a Serious Diagnosis

    Five words no one ever wants to hear from their doctor are “Get your affairs in order.” Unfortunately, 76 percent of Americans do not have a will, and it often requires a chronic disease, terminal ...

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