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Estate Planning After Divorce

July 23rd, 2012|0 Comments

One area that is often overlooked in the divorce process is the need to update estate planning. Most people would agree that their ex-spouse is the last person they want to inherit their assets when [...]

Create Successful Wealth Transfers with Open Communication

July 20th, 2012|0 Comments

A recent Forbes article claims that '70% of intergenerational wealth transfers fail,' discussing a new Williams Group study examining the long-term effects of wealth transfers in 3,250 families. 'Failure,' according to the study, means situations [...]

Five Common Planning Mistakes

July 16th, 2012|0 Comments

From time to time, it's good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along [...]

Get Ready for the New Taxes Effective Jan. 1, 2013

July 13th, 2012|0 Comments

Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013. Tax #1: 3.8% Surtax on Investment Income This new tax will be levied on net [...]

Family Values Mean more than Money as An Inheritance

July 12th, 2012|0 Comments

According to a recent study, family values, traditions and history still mean more than money as an inheritance. These results are from the 2012 Allianz Life American Legacies Pulse Study* which surveyed baby boomers (age [...]

Estate Planning After Divorce

July 23rd, 2012|0 Comments

One area that is often overlooked in the divorce process is the need to update estate planning. Most people would agree that their ex-spouse is the last person they want to inherit their assets when [...]

Create Successful Wealth Transfers with Open Communication

July 20th, 2012|0 Comments

A recent Forbes article claims that '70% of intergenerational wealth transfers fail,' discussing a new Williams Group study examining the long-term effects of wealth transfers in 3,250 families. 'Failure,' according to the study, means situations [...]

Five Common Planning Mistakes

July 16th, 2012|0 Comments

From time to time, it's good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along [...]

Get Ready for the New Taxes Effective Jan. 1, 2013

July 13th, 2012|0 Comments

Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013. Tax #1: 3.8% Surtax on Investment Income This new tax will be levied on net [...]

Family Values Mean more than Money as An Inheritance

July 12th, 2012|0 Comments

According to a recent study, family values, traditions and history still mean more than money as an inheritance. These results are from the 2012 Allianz Life American Legacies Pulse Study* which surveyed baby boomers (age [...]

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