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Many people cannot help wondering about a future inheritance

Posted on August 18, 2020 | by Tom

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

Posted on November 13, 2018 | by Tom

Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never … Read Blog Post

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Ensuring Income Tax Deferral for Retirement Plan Beneficiaries

Posted on August 15, 2012 | by Tom | Leave a Comment on 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

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Planning Opportunities Available to Affluent Families

Posted on August 13, 2012 | by Tom | Leave a Comment on 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

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Paying for College….and accomplishing Estate Planning too

Posted on August 10, 2012 | by Tom | Leave a Comment on 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

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The Most Important Love Letters You’ll Ever Write

Posted on August 8, 2012 | by Tom | Leave a Comment on 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

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Estate Planning for Second Marriages

Posted on August 6, 2012 | by Tom | Leave a Comment on 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

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Blended Families Underscore the Need for Estate Planning

Posted on August 3, 2012 | by Tom | Leave a Comment on 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

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Online and Do It Yourself (DIY) Estate Planning

Posted on August 1, 2012 | by Tom | Leave a Comment on 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

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The Many Needs of Life Insurance on Our Lives

Posted on July 30, 2012 | by Tom | Leave a Comment on 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

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