• Posted on October 19, 2021

    Posted by The Life and Legacy Planning Group In a constantly evolving world, having the flexibility to adapt to changing circumstances is a valuable trait. But is flexibility less important in estate planning than in other areas of life? In many situations, you may not want your estate planning documents to be flexible after you […]

  • Posted on October 12, 2021

    Posted by: The Life and Legacy Planning Group When a couple engages in foundational estate planning, one of the first questions addressed by estate planning attorneys is whether it makes sense for the couple to use a Revocable Living Trust (RLT) as a part of their plan. If using an RLT makes sense, an important […]

  • Posted on October 5, 2021

    Posted by:  The Life and Legacy Planning Group Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones. Make Annual Exclusion Gifts Annual exclusion gifts are transfers of money or property in an amount or value that […]

  • Posted on September 28, 2021

    On September 23, Huck Bouma was proud to support the Wheaton Area Chamber of Commerce as an Event Sponsor for a hole at the Business after Hours event held at the Cantigny Golf Youth Links, Par-Tee on the Par Three. A beautiful way to support our community while also enjoying a short round of late […]

  • Posted on September 28, 2021

    Posted by:  The Life and Legacy Planning Group If you were to ask attorneys across the country how often they get phone calls like the following, the answer (“very frequently”) may surprise you. The phone call might go something like this: “Hi, this is John Jones. My dad, Bill Jones, passed away recently and we […]