Although it is rare for anyone to look forward to the passing of a loved one, many people cannot help … Read Blog Post
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Estate planning is meant to be an ongoing process, not a one-time transaction
Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never … Read Blog Post
Ensuring Income Tax Deferral for Retirement Plan Beneficiaries
Some of the most generous provisions of the tax code are those that permit beneficiaries of IRAs and other qualified … Read Blog Post
Planning Opportunities Available to Affluent Families
With the $5.12 million per person exemption from federal estate tax ($10.24 million for married couples), most of the estate … Read Blog Post
Paying for College….and accomplishing Estate Planning too
With higher education costs outpacing inflation by 5-6% per year, and the average cost of a four-year public school at … Read Blog Post
The Most Important Love Letters You’ll Ever Write
The Most Important Love Letters You’ll Ever Write?
Many Americans have the misperception that estate planning is simply preparing for … Read Blog Post
Estate Planning for Second Marriages
In first marriages, the couple generally has the same goals when it comes to their estate planning: take care of … Read Blog Post
Blended Families Underscore the Need for Estate Planning
Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families … Read Blog Post
Online and Do It Yourself (DIY) Estate Planning
With the number of online and do-it-yourself (DIY) legal providers continuing to grow, some of individuals may be wondering if … Read Blog Post
The Many Needs of Life Insurance on Our Lives
The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income … Read Blog Post