The following is an excerpt from FinCEN Notice FIN-2025-CTA1 regarding the Beneficial Ownership Information (BOI) requirements of the...

Happy 2025! As we meet with clients this year, we are often asked “what’s new in estate planning”?   There are a few important things!  ...

If you are a business owner, are you aware of the Corporate Transparency Act? The CTA has created beneficial ownership information...

Please be on the lookout for our firm's annual July Letter that we recently mailed! We have included updates on changes in the law and...

Image (C) 2023 Kirby R. Myers. Text (C) 2023 Wilcox & Myers, P.C. It’s that time of year again, when we often make promises to take...

© 2022 Vickie R. Wilcox “My estate planning documents are twenty years old, but nothing has changed. Do I REALLY need to update them?” ...

Annual Gift Tax Exclusion In 2021, you may gift property and/or cash with a value of up to $15,000 to a person without the gift being...

Often when we meet with a married couple with children, one of the parents will tell us that she wants the estate administration and...

When I was a young attorney of around 25 (YEARS ago), I remember an older client telling me that she did not want to provide the hospital...

No doubt everyone reading this has seen at least a portion of this photograph of U.S. Senator Bernie Sanders (I-Vermont), if not in its...

Beauty products, coins, duplicate tools, duplicate purses, ketchup packets, mostly empty bottles of Viagra, newly discovered family...

Programming note: When we have brainstormed about future blog topics in our firm we often end up thinking “that’s too depressing!”. Many...

One day I met with a new potential client. She greeted me and slid a stack of estate planning documents across the table and asked me if...

So you and your family have read our blog and now either no one wants to be a fiduciary listed in your estate plan, or you don’t want to...

Several years ago, I was presenting at a seminar for attorneys and other professionals and we were discussing “fiduciaries”, such as...

As an estate planning firm, we are often speaking with people about what will (or what they would like to have) happen to their estate at...

How planning for your incapacity/death now can be an immense gift to your loved ones in the future.