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  • Home
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    • Estate Planning
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By Jeffrey Hall
In Blog Content, Uncategorized
Posted December 1, 2020

How Often Do You Update Your Estate Plan? More Often Than Your Resume?

A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted November 24, 2020

How to Minimize the (Voluntary) Federal Estate Tax with Portability

Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, “You only pay if you don’t plan.” Now, portability of the federal estate tax exclusion [...]

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By Jeffrey Hall
In Uncategorized
Posted November 17, 2020

Four Estate and Legacy Planning Tips for the Suddenly Wealthy

Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar employment contract, received a significant inheritance, expect a large [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted November 10, 2020

Estate Planning Tips for Someone Who Is About to Go in for Major Surgery

Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted November 3, 2020

Funeral Planning: How a Remembrance and Services Memorandum Can Help

No one enjoys thinking about their own funeral, but making those arrangements in advance yourself may be one of the most thoughtful acts you can do for your loved ones. More and more people are [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted October 27, 2020

Do I Need a Will or Trust?

Yes! Everyone needs a will, trust, or both to ensure your legacy is passed on in the way you intend, to provide for children, spouse, and family members, and in the case of trusts, to avoid [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted October 20, 2020

Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted October 13, 2020

HIPAA: An Overview for Young Adults

The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and privacy. For [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted October 6, 2020

Four Common Myths about Estate Planning

1) Myth: My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality: This is not always the case. To make sure your spouse can indeed make important [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted September 29, 2020

Ethical Wills – Passing on Your Wisdom and Experience to the Next Generation

Each person accumulates a wealth of knowledge, experiences, and values throughout the course of their life. Regardless of whether you are financially wealthy, you have a great deal to share with [...]

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