Category Archives: Advanced Medical Directives

Estate Planning Documents Every Person Should Have

I am asked numerous times what are the typical estate planning documents someone should have.  My answer, like many answers from an attorney is: It Depends.  There a number of factors that could push a person to one level or … Continue reading

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What are the Advanced Medical Directive (AMD) Basics?

An Advance Medical Directive (“AMD”), sometimes called a healthcare power of attorney, is a legal document that a person, called the principal, creates indicating what level of medical treatment the principal wishes to receive if the principal is incapable of … Continue reading

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Why the rise in the Federal Estate Tax Exemption to $5 million shouldn’t stop you from planning your estate?

On Friday, December 17th, President Obama signed an $858 billion dollar tax compromise.  The compromise stopped a rise in numerous income tax rates AKA “the Bush Tax Cuts” from coming back on January 1st and extended unemployment benefits for millions … Continue reading

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What is Estate Planning?

When I am asked what I do for a living when I meet someone new, I try to say that I am a “wills and trusts attorney.”  In the past, when I said I was an “estate planner,” I have … Continue reading

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