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A notepad with the word tax planning next to a cup of coffee and a magnifying glass.

2023 Federal Estate and Gift Tax Numbers

April – spring, and renewal, and hopefully many gorgeous, sunny days, when the weather is perfect.  Also, tax time. For an estate planning attorney, keeping updated on the latest federal tax numbers from the IRS, including estate and gift tax…

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Do you have an Advance Healthcare Directive?

April 16, 2023 is National Healthcare Decisions Day (“NHDD”).  NHDD was founded in 2008, by a health care lawyer, to inspire, educate and empower the public and providers about the importance of advance care planning. NHDD is an initiative to…

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Using Mindfulness to Create Peace of Mind while observing a leaf floating in a stream of water.

Creating Peace of Mind Through Mindfulness

In my work-day world of estate planning in St. Louis, Missouri, creating peace of mind for my clients and their loved ones, during all seasons of life, is my focus.  I am primarily thinking about protecting my clients and their…

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