Your Family’s Lawyer For Life

As I shared earlier, we are not a transactional firm.  Rather, we intend to help you as your life changes and your designated people’s lives change to make sure that your estate plan works as desired.  

Think about your family, your assets and your wishes from ten years ago.  Chances are they were quite different.  The same is likely true for ten years in the future.  There are also many changes in the law.  In 2024, the estate tax exclusion is $13.61 million dollars per person.  In 2014, the estate tax exclusion was $5.34 million.  In 2004, it was $1.5 million.   The current exclusion amount is scheduled to change at the end of 2025.

Make sure you sign up for our newsletters where we will keep you up to date on changes in the law.  We also recommend that you plan on reviewing your appointed important people every year and come see us to go over your assets and people every three years – or sooner if your life changes in ways that would affect your plan.  

If your plan does not reflect your assets, your agents and your wishes, the impact of this planning failure would likely cost your family far more than making your plan reflect your current wishes.   

There are currently billions of dollars sitting in state departments of unclaimed property and we never want to see a penny of your assets there. Nor do we want to see your family stuck dealing with the court system when you’ve worked so diligently to make things as easy as possible for them. 

That’s why we prepare your Life & Legacy Asset Inventory and work with you to keep it up to date so your loved ones can locate what you own and how you own it.