Latest Posts
Estate Tax Eliminated? Now What?
For those of you who have concentrated on value added service, this is an opportunity, not a disaster. End of Estate Tax as We Know It? There is a growing chorus of tax planning professionals and attorneys who are forecasting the end of Federal estate tax. They voice some concerns about the loss of planning […]
What are you complaining about? You are lucky to be alive!
It takes about 1 billion sperm to fertilize one egg and a woman produces about 2 million eggs in her lifetime. Think about it – odds are really stacked against your very existence. The fact that you are the result of that one sperm and that one egg connecting to produce you and not someone […]
Know Your Limits, But Don’t Set Limits Where There Are None. . . .
True Story This Spring I drove to Auburn, Indiana to drive high performance exotic vehicles and other classic cars for Auctions America. Hundreds of cars, trucks, motorcycles and other vehicles of all descriptions are sold at those auctions. I enjoy doing this and the local Lions Club gets a donation for organizing the drivers. Every […]
Five Ways to Avoid Failure of Your Client’s Estate Planning Documents.
After 20 years of preparing client documents for their life and death planning needs, I assure you that the effectiveness of those documents often has nothing to do with your drafting skills. The real acid test is whether, when called upon to do the task intended, do they perform as anticipated. What follows are five […]
