Estate planning

Estate Tax Certainty with PlanLab

You can count on your PlanLab® illustrations to provide the proper estate taxes with certainty, even as Congress continues their uncertainty! And when new laws are signed, PlanLab® will be among the first to provide updated illustrations.

Distributions Your Way or Their Way

Why create a will? It’s as simple as making distributions at death your way, or their way.

Picking an Estate Planning Attorney

Picking an Estate Planning Attorney

Many clients feel quite comfortable, and more importantly, trust the attorney they have used in the past—although it may have only been for real estate transactions, traffic violations, business related issues, or a simple will. There are many aspects of estate planning that only an attorney can perform. However, like almost all professionals, sometimes the skills of a specialist are required.

There are five areas of questions that the client should have answers to before selecting his or her estate planning attorney.