You learned last time that Phoebe L. Harris and I will be discussing various legal matters along with fellow attorney Andy Heideman and, through him, you have this year learned more about the new federal estate and gift tax regulations. A new year. A fresh start, but oh how we wish we could sort through those boxes and files of old papers and records that have been calling for attention for so long.

To paraphrase Victor Borge, “The last time I was here … well it’s not the last time, this is. But I hope it isn’t . . .,” you will recall we urged you to begin the New Year by sorting out original estate planning documents to ensure they are current, appropriate and legally effective. Legally effective documents are those that are drafted and prepared by licensed and insured professionals in good standing with complete background information and knowledge relating to Read More