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Blog & Legal Updates

Filtered for Practice Area: Estate Gift Taxes

What You Need to Know About "The Great Wealth Transfer"

What You Need to Know About

Last year marked the beginning of a historic economic event and what economists are calling “The Great Wealth Transfer”. Over the next several decades, an estimated $30 trillion will be passed to Millennials — from their aging parents and grandparents throughout the U.S., Canada and the UK.

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The Season of Giving: Why Having an Estate Plan is a Gift to Others

The Season of Giving: Why Having an Estate Plan is a Gift to Others

With the holiday season in full swing and tax time on the horizon, this is a great time to think about updating your estate plan. Estate planning this holiday season can serve as a true gift to your loved ones that will truly have lasting impact for years to come.

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Five Essential Pitfalls of "DIY" Estate Planning

Five Essential Pitfalls of

As our culture becomes increasingly dependent on access to free information, unbundled services, and cheap alternatives to traditional methods, we continue to hear the question; “can I prepare my own estate plan?” As you consider your planning options, here are a few essential pitfalls when it c

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