Trap for the Unwary (Married Couples Only—But Also Important for Single Individuals)
Many people only think about a “step-up” in basis when assets are inherited. (“Basis,” simply put, is the price you paid for an asset like…
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What Your Estate Planning Documents Can’t Protect You From: Yourself!
Let's talk about something we all love to avoid: planning for the future, especially the not-so-fun parts. You know, like what happens if you're not…
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How to Avoid Password Pitfalls
We are more and more a password-protected world. We are more and more a paperless society. This combination is causing unexpected heartache and frustration. Read…
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Living in The Fog After a Loss
For over 46 years as I have watched from the sidelines helping clients with estate planning and then probate and trust administration after they lose a…
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Thanksgiving Reflections
Although the challenges in our lives seem to be headed our way with increasing speed, the blessings that we are given far exceed the challenges…
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News on Portability for Estate Planning
Recent estate law changes have created new opportunities for people with less than $10 million in assets to reduce future income taxes for their beneficiaries.…
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Baker, Burton & Lundy Law Firm Presents $93,000 Cy Pres Donation
On Friday, May 16, 2014, Brad Baker, partner at the Law Offices of Baker, Burton & Lundy, presented a donation of $93,940 from the Anti-trust…