A TV Drama We Can Love!

Jayne Sykora / November 2, 2010

When I flip through Entertainment Weekly, I don’t typically see any topics related to estate planning. However, in this past week’s edition, a very short write-up on a new television series caught my eye: The Will: Family Secrets Revealed?! The cable channel, Investigation Discovery, is premiering this eight-week series beginning today, Wednesday, November 3rd at 8pm (CST). […]

2010 Minnesota Vikings, We Hardly Knew Ye

Jamie Held / November 1, 2010

July 30, 2010 – October 31, 2010 As quickly as a Brett Favre pass sails into the hands of an opposing defensive back, the season of the 2010 Minnesota Vikings ended in Foxborough, MA on October 31, 2010. Questionable coaching, erratic play from its superstars and a bizarre postgame press conference from one of the […]


Jennifer Santini / October 27, 2010

Prenuptial agreements, also referred to as antenuptial agreements or prenups for short, are agreements entered into before marriage that most often outline the ownership and division of property should a marriage end either by divorce or death of one of the spouses.  Prenups have commonly been associated with the ultra wealthy but that is no […]

Spotlight on Wills for Heroes

Jennifer Santini / October 26, 2010

This week, October 24 – 30, is the 2010 National Pro Bono Celebration, sponsored by the ABA Standing Committee on Pro Bono and Public Service.  In honor of this celebration, I wanted to take a moment to spotlight a wonderful program that my fellow Epilawgers (Maggie Green, Jamie Held and Jayne Sykora) and I are […]

Estate Tax Update

Jamie Held / October 24, 2010

  The current year has been and still is a chaotic year in the area of estate planning.  Currently, there is no federal estate tax.  And, what will ultimately happen to the federal estate tax is still unknown. How did we get here? The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) provided […]

The Benefits of Utilizing Corporate Trustees in Your Estate Plan

Adam Cox / October 18, 2010

Selection of the appropriate trustee is often an emotional decision. While many grantors may feel that naming someone outside the family to act as trustee may be seen as a “vote of no confidence” for their family, they should instead view that decision as both loving and prudent. Simply put, when a grantor names a […]

Incorporating Flexibility in Uncertain Times

Jamie Held / October 14, 2010

As you may or may not know, 2010 has been a tumultuous year in the area of estate planning. Currently, there is no federal estate tax.  And, worse yet, no one knows exactly what the future holds for the federal estate tax.  How do you plan when there is so much uncertainty? Marital Deduction Given […]

A Living Trust: Is it right for you?

Jayne Sykora / October 10, 2010

So often clients come to us for help with an estate plan, convinced that a living trust is necessary because they have heard that it is the ideal tool to assure avoidance of a ‘dreaded’ probate proceeding. Many believe that probate is expensive, time-consuming and overwhelming. Therefore, a living trust, coupled with a pour-over will, […]

Life Insurance News Flash!

Jamie Held / October 8, 2010

ALERT:  Life insurance proceeds may be included in a decedent’s gross estate for estate tax purposes. The Impact of Life Insurance Many people underestimate the total value of their estate.  People assume that they do not have enough assets to worry about estate tax planning.   However, most do not realize how their life insurance factors […]

Review of Do-it-yourself Estate Plans

Maggie Green / October 4, 2010

I knew it was coming.  The dreaded question: “Can I use a will-maker software program rather than have an attorney draft my estate plan?” My explanation of the risks and pitfalls does not always satisfy the friend or family member inquiring about why they cannot use the cheaper option for their extremely simple estate plan. […]

Key Players in Your Estate Plan

Jennifer Santini / October 1, 2010

While most estate planning attorneys prefer that clients review their estate planning documents on an annual basis to ensure that all key information is kept up-to-date, it is evident that this is not always the case. Since more often than not clients have their estate plans drafted and then file the documents away, never to […]