Estate Planning Are You Subject to the Estate and/or Gift Tax? Taxes are never fun but when it comes to estate planning taxes are a major concern for most people. Understanding … February 5, 2017 2 MIN READ
Estate Planning, Wills Life Estates and the Generation-Skipping Transfer Tax When you make the decision to see an experienced estate planning attorney to make a comprehensive estate plan to safeguard … February 2, 2017 2 MIN READ
Estate Planning Important Reasons to Revise Your Estate Plan Creating an estate plan is an effective way to ensure that your assets are distributed according to your wishes while … January 31, 2017 2 MIN READ
Asset Protection, Estate Planning Changes in Retirement Could Mean Changes to Your Estate Plan The financial market is expansive and can change overnight. NextAvenue.org recently wrote about several important ways retirement is likely to … January 27, 2017 2 MIN READ
Asset Protection, Estate Planning, Wills Protecting Yourself from Elder Financial Abuse All too often unscrupulous people attempt to take advantage of others. This is especially common with elderly individuals. When this … January 22, 2017 2 MIN READ
Asset Protection, Estate Planning Back to the Basics – Pet Trusts In a recent blog we discussed pet owner’s options for naming their pets as beneficiaries in their wills. Another option … January 18, 2017 0 MIN READ
Asset Protection, Estate Planning Can Elderly Parents Be Claimed as Dependents? Healthcare coverage has been an unsure and confusing issue for both young and elderly citizens over the past decade with … December 16, 2016 2 MIN READ
Asset Protection, Estate Planning Tax Identification Numbers For Trusts Trusts are common estate planning tools in which a person can transfer ownership of assets to the trust. While this … December 3, 2016 2 MIN READ
Estate Planning Here Comes the Estate Plan – Estate Planning For Newlyweds Newly married couples are embarking on a whole new life together. This new life comes with a number of changes. … November 30, 2016 2 MIN READ