Blog

What You Can’t Do With a Will

Cathy LeitnerSeptember 19, 2022Comment

How Changes to Portability of the Estate Tax Exemption May Impact You

Cathy LeitnerSeptember 6, 2022Comment

Estate Planning When You Have a Stepfamily

Cathy LeitnerAugust 30, 2022Comment

How to Deal with an Estranged Child in Your Estate Plan

Cathy LeitnerAugust 23, 2022Comment

Watch Out for These Potential Problems with Life Estates

Cathy LeitnerJuly 25, 2022Comment

How an Irrevocable Life Insurance Trust Can Be Used to Avoid the Estate Tax

Cathy LeitnerJuly 19, 2022Comment

The Tax Consequences of Selling a House After the Death of a Spouse

Cathy LeitnerJuly 5, 2022Comment

Using a Minority Valuation Discount to Reduce Estate Taxes

Cathy LeitnerJune 22, 2022Comment

Married Couples Need an Estate Plan

Estate PlanningCathy LeitnerJune 1, 2022Estate PlanningComment

IRS Issues Long-Term Care Premium Deductibility Limits for 2022, and They Look Pretty Familiar

Cathy LeitnerJanuary 29, 2022Comment

Four Steps You Can Take to Protect Your Digital Estate

Cathy LeitnerJanuary 2, 2022Comment

Probate v. Non-Probate: What Is the Difference?

Cathy LeitnerSeptember 18, 2021Comment

Preserving the Family Vacation Home for Generations to Come

Cathy LeitnerSeptember 9, 2021Comment

New Tax Proposals Mean You Should Review Your Estate Plan

Cathy LeitnerAugust 16, 2021Comment

How Often Should You Review Your Estate Plan?

Cathy LeitnerJuly 30, 2021Comment

Be Careful Not to Name Minors as Your Beneficiaries

Cathy LeitnerJuly 21, 2021Comment

Moving to a New State? Be Sure to Update Your Estate Plan

Cathy LeitnerJuly 13, 2021Comment

Don’t Forget to Fund Your Revocable Trust

Cathy LeitnerJune 24, 2021Comment

Understanding Revocable Trusts

Cathy LeitnerJune 18, 2021Comment

10 Ways the Elderly Can Avoid Financial Abuse

Cathy LeitnerJune 16, 2021Comment