With every new Presidential administration comes new policy priorities, few more anticipated (for good or ill) than tax policy.  Major tax legislation passed in the last administration doubled the exclusion from federal estate tax from $5 million adjusted for inflation ($5.49 million per individual in 2017) to $10 million adjusted for inflation ($11.7 million per

Just completed your estate planning?  Let’s be sure.  You have a Will?  Super.  Powers of Attorney?  Terrific.  Living Will?  Excellent.  Now, have you checked the designations on your retirement plan?  Life insurance?  Health Savings Accounts?

While a Will remains a critical part of an estate plan, it doesn’t get the whole job done for most

Having recently advised clients in commercial transactions where one or more parties lacked legal capacity, we were reminded of the essential role of Durable General Powers of Attorney in an estate plan. Though none of us wants to think about ourselves or our older family members losing mental capacity, we have to accept that it