The new tax law brought a cap of $10,000 on federal deduction for state and... [Read more...]
Planning for Lottery Winners, Part 1 of 2
A lucky winner recently won $320 million in the lottery. This article looks at an... [Read more...]
What’s a 529 Plan and What Are the Benefits to Using One?
Would you be interested in a way to save money for education and get tax... [Read more...]
Planning for Lottery Winners, Part 2 of 2
Lottery winners often end up in bankruptcy. Learn how an estate planning attorney can help... [Read more...]
Incapacity Planning
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...]