When should you review your estate plan? The answer is not simply “every few years.” There are certain events in your life that should cause…

Many people ask me, “How often should I update my estate plan?” The answer may surprise you. An estate plan does not necessarily need to…

By Attorney Gary Allen Why do many widows and widowers pay more income tax even though their income has been reduced? Most people understand that…

By Attorney Gary Allen When it comes to passing on wealth to your loved ones, the “step-up in basis” rule is one of the most…

Estate planning is something most people mean to get to — but don’t.   It’s not urgent until it is. And for many people, it stays on the back burner…