Jensen Estate Law February Newsletter  Presidential Debates: A Forecast for Estate Tax Policy ChangesStay ahead of the curve in estate planning by understanding how presidential debates can signal changes in tax policy. This article provides a guide on what to watch for in the debates and how to interpret it from an estate planning perspective. The Unchanging Landscape of Estate Tax...

Jensen Estate Law January Newsletter  New Year, New Order: Putting Your 'House' in Perfect Shape Start 2024 with your financial affairs in pristine order. Our latest article walks you through how to kickstart your year by organizing vital documents, re-evaluating beneficiaries and fiduciaries, and setting the stage for smooth Tax Day preparations. We delve into the importance of open...

Jensen Estate Law December Newsletter  Smooth Transitions: Asset Transfers and Joint Tenancy at DeathIn the grand theatre of life, death is an inevitable curtain call. When it arrives, it presents a complex interplay of laws and processes that determine how one's assets are transferred to their rightful heirs or beneficiaries. This article delves into the nuances of asset transfers at...