Marysville Law Blog

Death Tax Confusion

Everyone knows about income taxes.  Some of us are familiar with payroll taxes.  But few have a grip on the arcane world of estate and gift taxes. Fortunately, most of us can now continue to ignore this tax.  The federal exemption has been set at over $10 million...

Plan “B”

Clients come to me with clear ideas about how they expect things to unfold. They develop their estate plan around these expectations. For example, most husbands anticipate that their wife will outlive them. Most parents anticipate they will die before their children....

Keys and Passwords

An elderly client of mine was preparing to leave my office after signing his documents. I asked him where he intended to store them, as originals have to be protected when it comes to estate planning paperwork. He said that he had a safe. I asked whether anyone had...

What To Expect

There are many hurdles to overcome in getting your Will and other estate planning documents done. One of the biggest is the uncertainty of what will occur and how much it will cost. Most people have not had to consult with a lawyer, or if they have, it may have been a...

Putting the Kids on Your Accounts

Growing older brings with it financial challenges. Apart from the normal ones of simply “making ends meet”, come the practical ones such as: “I’m slowing down, shouldn’t I have someone on my bank account with me?” Or, “what if something happens and I’m not able to...

Simple Wills and Lawyer Lingo

Most clients I meet with regarding their Will start the conversation saying something like: “This is really just a ‘simple Will’”. From that, I’m supposed to expect that everything in their estate will be “routine”. I can tell you from having met with many clients,...