by jonrottier | Aug 15, 2024 | Uncategorized
The Wall Street Journal on August 14, 2024, wrote that more and more people are including their animals in their wills. Not so much like the famous Leona Helmsley who famously left $12M for her dog, Trouble, but just that they specify who will be the guardians of...
by jonrottier | Aug 15, 2024 | Uncategorized
I recommend that my estate planning clients review their estate plans every four years, aligning this with the U.S. presidential election cycle. Significant changes in laws that impact estate planning often occur when a new president and members of Congress take...