by Kathryn A. Flanigan | Jan 22, 2016 | Estate Planning
In a prior post, we highlighted the importance of creating (or updating) ones estate plan as a New Years resolution. While many people have given up on resolutions around this time of year, it is essential that estate planning stay on your agenda.Some people may...
by Kathryn A. Flanigan | Jan 13, 2016 | Executors & Fiduciaries, Trustees
With the second full week of January here, the question that many people are facing is whether they are still following through on their New Years resolutions. As we noted in a prior post, estate planning should be such a resolution if there are no documents in place...
by Kathryn A. Flanigan | Jan 7, 2016 | Estate Planning
In our last post, we talked about how estate planning can be a New Year’s resolution, just like pledges to drink less, to get in shape, or to spend more time with family. While this may be important to those close to (or considering) retirement, the message may...
by Kathryn A. Flanigan | Dec 30, 2015 | Estate Planning
Just because Christmas is over, the holiday season is still going strong. This means that many families are getting ready to ring in the New Year. This time of celebration is supposed to be a happy time and an opportunity to make resolutions for the year to come.One...
by Kathryn A. Flanigan | Dec 21, 2015 | Inheritances
Learning that a loved one has left you an inheritance is not an every day experience. This may be especially true if you were not particularly close to the person, or if you did not have any idea that your loved one had so much money stashed away.Regardless of your...
by Kathryn A. Flanigan | Dec 19, 2015 | Estate Planning
When people get together for Christmas, it is a time for celebration, gift giving and reminiscing about times past. For most people, it is a time to look forward to because it does not happen very often and at their age, there may not be very many others in their...
by Kathryn A. Flanigan | Dec 16, 2015 | Estate Planning
The focus for many people at the end of the year is on the holiday. After all, it is a time to take time away from work and enjoy the company of family. For others, it is a time to maximize opportunities to reduce ones tax burden in anticipation of the New Year....
by Kathryn A. Flanigan | Dec 9, 2015 | Estate Planning
Now that the holiday season is here, it is easy to lose sight of the fact that 2016 is merely a few weeks away. Combine this with the stress of planning holiday vacation time, completing year-end paperwork and disclosures for your business and finding time to attend...
by Kathryn A. Flanigan | Nov 27, 2015 | Estate Planning
We want to begin this post by wishing our readers a happy Thanksgiving and hope that all of them had a good time visiting with family, friends and loved ones. Indeed, Thanksgiving is a time to be thankful, and it is an opportunity to make more memories and stories...
by Kathryn A. Flanigan | Nov 19, 2015 | Estate Administration
If you are the executor to a loved ones estate, you are likely very familiar with the obligations of seeing that all debts and liabilities are paid before distributing property. One of the most common possible debts to an estate are taxes that may be applicable...
