by Alexandra Gadzo | Feb 1, 2022 | Estate Planning
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent that result. What is a Will or Trust Contest? A will or trust contest is a type of lawsuit that is filed to...
by Alexandra Gadzo | Jan 1, 2022 | Estate Planning
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for your death is very important, if that is all you plan for, your planning can quickly become woefully inadequate. As medical knowledge and...
by Alexandra Gadzo | Nov 1, 2021 | Estate Planning
In the words of George R. R. Martin’s fictional characters from the noble house Stark, “Winter is coming.” Along with this change of seasons comes a change in driving conditions in much of North America—slippery roads, rain, snow, less sunlight during the morning and...
by Alexandra Gadzo | Oct 1, 2021 | Estate Planning
Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths Estate Planning Awareness Week is October 18–24, 2021. To that end, this month’s newsletter is geared toward helping you become aware of and better understand common estate planning myths....
by Alexandra Gadzo | Sep 1, 2021 | Estate Planning
In late May of this year, the U.S. Treasury released a publication detailing a number of the proposed tax code changes that the Biden administration would like to usher through Congress in an ambitious effort to modernize the US tax system to meet its citizens’ needs....
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