Learn how power of attorney documents can help you be prepared. The specter of disaster... [Read more...]
Understanding Undue Influence – Part I
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of... [Read more...]
Insurance: A Major Estate Planning Tool
Insurance is at the bedrock of estate plannings. First, it reduces the risk of your... [Read more...]
10 Tips in Planning for Taxes
“In this world, nothing is certain but death and taxes.” Benjamin Franklin. While taxes may be a... [Read more...]
Pondering Portability
The Internal Revenue Code grants spouses several tax benefits both during life and at death.... [Read more...]
Handling Matters After the Death of a Loved One: Just Do It
When someone close to us dies, it is a time of grief, confusion, and change.... [Read more...]
As Time Draws Near
Someone close to you has little time left in this world. What can you do? ... [Read more...]
What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
To determine a decedent’s taxable estate, the Internal Revenue Code allows the decedent’s estate to... [Read more...]
Death and Your Digital Footprint
As more and more individuals get comfortable in the digital world, Estate Planning has evolved... [Read more...]
Protecting Your Assets
Part of estate planning is keeping your estate and assets from being diminished by taxes,... [Read more...]
Planning: Just Do It!
We are all tempted to avoid planning sometimes. Perhaps we would rather watch that football game. ... [Read more...]
I Just Inherited Money! Now What Do I Do?
Someone died to leave you an inheritance. Inheriting money sounds great on the surface. Visions... [Read more...]