by Jim Lyon | Jul 3, 2020 | blog, Blog: Estate Planning
We often discuss the various types of estate planning documents and their value, but it is just as important to realize that an estate plan does little good if the key people either do not know about the estate plan or are unable to access key documents after a...
by Jim Lyon | Jun 26, 2020 | blog, Blog: Estate Planning
One of the critical reasons to engage in estate planning is that the upfront costs to establish the proper estate planning strategies often cost much less than the trouble that can arise if a person does not create a proper plan. One of the most costly types of estate...
by Jim Lyon | Jun 12, 2020 | blog, Blog: Estate Planning
Wills play a critical part in most estate plans, but they should be supported by other critical estate planning documents. These include letters of instruction, which play an important role in making sure that your loved ones know how to handle your estate following...
by Jim Lyon | Jun 5, 2020 | blog, Blog: Estate Planning
It would be an understatement to say that our lives have changed as the result of the coronavirus pandemic and its impact on the economy. While many people are facing hardships as they plan for what lies ahead, these difficult times have presented some powerful estate...
by Jim Lyon | May 29, 2020 | blog, Blog: Estate Planning
Given that the lifetime gas tax exemption for 2020 has been increased for the next year to $11.58 million, a much smaller portion of people is now subject to federal gift taxes. Many people are also wondering whether it is still necessary to file gift tax returns. ...
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