kathleen@estateplannersnm.com
505-237-0064

Trusts for Long Term Incapacity Planning

At the end of 2017 the Tax Cuts and Jobs Act was enacted. One major change that resulted from the act was an increase in the life time exclusion amount. The new lifetime exclusion amount is over 11 million dollars. A lot of people speculate that with the new exclusion amount, it is no longer...
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Write the End of Your Story…

One day while driving, I noticed a large billboard with the following phrase written in bold font:  “Great Stories are Ruined by Bad Endings.”  While so many things in life are outside of your control, the ending to your story is not.  Creating an Estate Plan allows you to write the ending to your story. ...
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