by mcl | Mar 7, 2018 | Columns, Legal Advice, Practical Living
By Elizabeth Wynn Annual Estate Plan Checkup I typically encourage readers to CREATE an estate plan, but many of you already have one in place. It’s extremely important to review your plan periodically. As spring quickly approaches and you...
by mcl | Feb 1, 2018 | Columns, Legal Advice, Practical Living
By Elizabeth Wynn 2018 Tax Updates On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, which brought major changes to the wealth transfer and estate tax systems. The new law is effective from January 1, 2018 through December...
by mcl | Jan 4, 2018 | Columns, Legal Advice, Practical Living
By R. Kelly Kyle When Addiction Threatens Estate Assets A recent study showed that nearly 17 million Americans used illicit drugs in the past year. According to The New York Times, in 2016, approximately 64,000 Americans died from accidental drug...
by mcl | Dec 4, 2017 | Columns, Legal Advice, Practical Living
By Elizabeth Wynn Dealing with the Details Here we are about to enter into a new year filled with promise and opportunity. In order to realize the promise and take advantage of the opportunity, you have to do something because neither of these will come...
by mcl | Nov 2, 2017 | Columns, Legal Advice, Practical Living
By Elizabeth L. Wynn Beware Scams That Prey on Seniors While it is widely believed to be under-reported, a recent study by MetLife’s Mature Market Institute estimated that seniors lose about $2.6 billion per year as a result of financial abuse. Because...
by mcl | Oct 1, 2017 | Columns, Legal Advice, Practical Living
By ELIZABETH L. WYNN Make Things Simple, But Do It Right As an estate attorney, I often consult with families who have executed what is commonly referred to as a “lazy man’s will.” That is, they designate a “survivor owner” in their title documents such...
