All posts tagged "Legal Advice"

  • LEGAL ADVICE—Annual Estate Plan Checkup

    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...

    • Posted March 7, 2018
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  • LEGAL ADVICE—2018 Tax Updates

    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...

    • Posted February 1, 2018
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  • LEGAL ADVICE—When Addiction Threatens Estate Assets

    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...

    • Posted January 4, 2018
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  • LEGAL ADVICE—Dealing with the Details

    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...

    • Posted December 4, 2017
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  • LEGAL ADVICE—Beware Scams That Prey on Seniors

    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...

    • Posted November 2, 2017
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