Calm in the Storm: Three Lessons from the COVID Pandemic

At Breshears Law, you don’t have to choose between protecting your health and planning for the future. Our clients can now benefit from the entire estate-planning process, from start to finish, all done while everybody stays safe at home. All it takes is a device (tablet or smart phone), a webcam and a good internet connection.

I Want a Little Red Wagon

Our grandson has a little red wagon at our house. He can put all his stuff in it. Action figures, rocks, balls, anything he wants. His little red wagon is a trust!

A Case Study in Asset Protection

The Richards had three children, a net worth of $577,000, and typical concerns. They wanted to avoid their estate being exhausted by the cost of long-term health care. They wanted to protect their children, not become a burden to them. To see the solution, Read More …

Taking Control of Your Future

To take back control over how you and your family are provided for, you have to act. You have to put your instructions in writing. You must develop a plan and substitute your wishes for the government’s arbitrary choices. To play by your rules, you must get the help you need to translate your wishes into written instructions that will override the government’s rules.

Planning for the Future (Without a Crystal Ball)

Creating a will, trust, or any type of estate plan has always involved dealing with an uncertain future. Consider that just over 20 years ago in 1997, the estate tax had an astonishing 55% rate with only a $600,000 exemption. Fast forward to 2020. Now we have a generous $11.58 million exemption and a lower 40% top rate. We also have allies in Congress who favor repealing the estate tax, as evidenced by the September 27, 2017 Unified Framework for Fixing Our Broken Tax Code. So what does this mean for you, as you’re planning for the future? Real more …