Congress recently passed legislation to keep the federal estate tax exclusion at $3.5 million.  Taxable estates would be taxed at 45%.  more…

To get your estate planning documents prepared, you’ll need a good estate planning attorney. Having a well thought out and properly documented estate plan is like having a parachute – it better work the first time or else. There is no estate planning version 2.0. Either version 1.0 works or it doesn’t. It’s simple…get it right the first time. OK, you can have lots of versions while you are alive; it’s only the last version that matters. more…