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.

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

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.

Many estate planners, as well as estate planning software, only show one side of the picture. The emphasis is on how much estate tax will be saved, and/or how much more the heirs will inherit. After all, that is the side of the picture almost every higher net worth individual is concerned. What about the [...]