Have your legal documents kept up with your significant life events?
We all have significant “life events” that occur, but sometimes fail to take action to protect ourselves and our loved ones at those critical times. Financial Advisor Jeffrey W. Geralds of Mutual of Omaha reminds us of what those key life events might include and what we should do about them.
Why estate plans are still useful in light of tax law changes
I recently spoke with a financial advisor who pondered whether estate planning attorneys were still relevant in light of the tax law changes this year. For an estate under $5million, the planner felt that various financial products could adequately defer taxes and avoid probate. However, estate planning attorneys see the picture differently. Read on to learn the benefits of estate planning, beyond tax savings.
