Saving Money to Make Money

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Financial Planning

Many quote the adage that “you have to spend money to make money” but that’s not necessarily true. Unless you really need the items you’re thinking about purchasing, saving your money can be a great...

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Estate Tax 101: What is a Step-Up In Basis?

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Taxes

If you’re reading all the debates about the return of estate taxes, then you’ve probably run across the “step-up in basis” phrase. What is this mysterious step-up? And why do you care? Actually, the step-up...

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How To Contest A Will

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Wills and Trusts

While contesting a Will isn’t overly complicated, there are some rules you have to follow. First and foremost, you must have legal standing to challenge the contents of the Will. What this means is that...

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Tips to Help You Save Money on Estate Taxes

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Taxes

Passing on the wealth you’ve accumulated over the years to your heirs isn’t always as easy as it seems. With the $1,000,000 estate tax exemption scheduled to come back in 2011, a much larger group...

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