My wife: “I’m not a good artist.” Also my wife:

Spring has sprung--have you given your #EstatePlanning a spring cleaning? ow.ly/tlHR50E6x2z

#EstatePlanning is for everyone, not just the rich floridatoday.com/story/life/wel… via Florida Today

A trust can help protect your children's inheritance from creditors and predators.

Comments Received at Work: Thank you! You’re brilliant! What would we do without you? Comments Received at Home: Did you take the trash out yet?

There’s been talk several times of reducing the unified credit amount, but it’s never been reduced. #AICPAENGAGE #EstatePlanning

Practitioners are pretty comfortable…generally people are not holding off on making gifts this year for fear of retroactive reduction of exemption. #AICPAENGAGE #EstatePlanning

The fact that basis step up on grantor trusts is in the legislative crosshairs is evidence Congress is worried that Jonathan Blattmachr is right, and that step-up applies in grantor trust situations. #AICPAENGAGE #EstatePlanning

It seems like existing grantor trusts would be grandfathered following the legislation now pending #AICPAENGAGE #EstatePlanning

Less than 1% of Government’s revenue is generated by the #EstateTax. #AICPAENGAGE #EstatePlanning

The uncertainty in today’s #EstatePlanning environment creates risk for practitioners. Document the risks with clients in writing. Do the best you can but don’t forget to protect yourself. #AICPAENGAGE

In this period of uncertainty, build in as much flexibility as possible into your #EstatePlanning because we can’t predict how things will wind up in the near future. #AICPAENGAGE

When #EstatePlanning for entrepreneurs, you can’t take a “set it and forget it” approach. Meet clients regularly. Get the whole advisory team involved. #AICPAENGAGE

Using a grantor trust is the most #tax efficient way to transfer your business to future generations. #AICPAENGAGE #EstatePlanning #SuccessionPlanning

Mitigate valuation risk with formula transfers. #EstatePlanning #AICPAENGAGE

What truly drives happiness is purpose—a reason to get up every morning. #AICPAENGAGE

When all else fails, use #Excel. #AICPAENGAGE (Here’s looking at you, Virginia Groover)

Spending birthday number 10 at #TBA watching the #Vols and LSU. #GoVols

Just finished a good read by Elville and Associates, P.C. on Statements of Purpose in #Trust documents. Recommend. #estateplanning elvilleassociates.com/the-power-and-…

How do timeshares still exist? I've been corresponding with Westgate Resorts for two months looking for answers to simple questions. This in addition to the months of inquiry made by my clients. Only response has been hurdles and the run-around.