Nobody wants incapacity, not for yourself and not for your loved ones. But planning for... [Read more...]
You Never Know: Planning for the Unexpected
This article examines the deaths of two people who died from doing very typical things.... [Read more...]
Planning for Frequent Flyer Miles
This article examines the transfer of frequent flyer mile accounts to beneficiaries. It looks at... [Read more...]
Estate Planning: It’s Not Just About the Estate Taxes
The recent tax law temporarily doubled the estate tax exemption. That doesn’t mean there’s no... [Read more...]
Planning for the International Client
Estate planning for the international client can be tricky. This article looks at the estate... [Read more...]
6 Important Estate Planning Considerations – Part 6: Taxes
An estate plan considers many important aspects. One of the many aspects to consider is... [Read more...]
Dead Hand Control: How Much is Too Much?
This article examines trying to exert control over your beneficiaries after death. Often, clients try... [Read more...]
Planning for the Unexpected
This article examines the death of Charlotte Fox, one of the most famous mount climbers... [Read more...]
Would You Prefer a Charitable Deduction This Year?
Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher... [Read more...]
Basics of Estate Planning: IRAs
IRAs are complex assets to handle in an estate plan. There are tax issues during... [Read more...]
How Tax Reform Could Impact Various Families
Learn how the Republican blueprint for tax reform would impact different families from an estate... [Read more...]
Tax Reform and the Estate Tax
There’s a Republican blueprint for tax reform. Learn the general provisions of the plan and... [Read more...]