Development and implementation of estate plans from both an estate and income tax perspective, including the use of the following estate planning techniques and documentation:
When elderly parents are involved, a discussion about estate planning and the related financial implications is essential. This can be a sensitive and emotionally charged area. For some ideas on this topic go to Estate Planning For Elderly Parents.
For a discussion of the importance of an integrated estate plan and the many factors involved in developing a comprehensive estate plan see the still relevant article entitled Michael Jackson and Farrah Fawcett: An Estate Plan Wake Up Call.
For more on some common estate planning mistakes please explore Estate Planning: 5 Not So Easy Pieces.
For life cycle events that can trigger estate planning or redrafting of wills, trusts and other estate documentation look over ESTATE PLANNING: HOT BUTTONS.
For the reasons for the review of your current life insurance policies read Life Insurance Review.
For more details concerning our estate planning services click the following hypertext practice area Estate Planning: Wills, Trusts & Other Related Estate Planning Documentation and then look for this discussion in the table of contents on that page.