Estate Planning Resources

Featured Articles

How Often Should you Review your Estate Plan?

For years, Walker Lambe has recommended that our clients review their estate plans at least every four years, and more often as changes in their financial situation, health, or planning goals occur.  Many Walker Lambe clients are now meeting with… read more

Who Knows What in Your Family?

By: Mark O. Costley Families constantly build memories.  My childhood memories include driving vacations with my father, mother and sister to natural or historic sites like the Grand Canyon, Gettysburg, or Monticello.  Some of the best memories were they way… read more

Estate Planning For Legacy Real Estate

By: Mark O. Costley One of the primary reasons for planning your estate is to make sure that your assets go where you want them to after you’ve passed away. If you’re a parent, it’s likely that you’ll want to… read more

Preserving Your Independence

As we get older, it often seems that time accelerates. It feels as if the children were in diapers just yesterday. Now they’ve left home and have kids of their own. Where does the time go? Aging is a normal… read more

Can We Only Expect the Unexpected from Congress?

Your estate plan may need a tax checkup! Sign after sign from Washington in 2009 suggested that Congress would repeal the estate tax repeal, or at least extend 2009′s $3.5 million applicable exclusion from estate tax into 2010. It never… read more

Estate Planning Is Life Planning

By Mark O. Costley What is the first thing that leaps to most people’s minds when they think about estate planning? A will. We’ve all seen the dramatic scenes in films of yesteryear: the reading of the will. The truth… read more

Three Myths Women Have About Estate Planning

In this modern era, traditional gender roles are fading fast. Gone are the days of Donna Reed and June Cleaver. However, gender still makes a difference. One of these ways is estate planning. But, why? Women continue to live longer… read more

Estate Planning FAQs

Here are the top 10 most frequently asked questions regarding estate planning. If you have additional questions, please feel free to call or send us an email. Why do I need an estate plan? Why Estate Planning? Everyone needs estate… read more

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