Estate Planning, Estate Taxes, Financial Planning First “Fiscal Cliff” Proposal Made — What It Means for Estate Planning You cannot turn on the TV flip open a newspaper or pull up a news website this month without seeing … December 4, 2012 2 MIN READ
Charitable Remainder Trusts, Estate Planning, Estate Taxes Forbes Estate Tax Article Catches Fire on Social Media The popularity of social media sites has led to an outburst in use of the word “viral.” “Viral” videos and … November 15, 2012 2 MIN READ
Estate Taxes, Financial Planning, Trusts Less Than 90 Days Left Before “Estate Tax Time Bomb” Concerns are rising among many in the financial and estate planning fields as the year winds down without any more … October 22, 2012 2 MIN READ
Estate Planning, Estate Taxes, Trusts Creating a Trust & Funding It Are Different Failing to use a living trust as part of one’s estate planning is one of the most common mistakes that … October 9, 2012 2 MIN READ
Estate Planning, Estate Taxes, Trusts Keeping an Eye on Upcoming Supreme Court Cases Late September is well-known as the official start of autumn. In the legal world it also marks the beginning of … September 27, 2012 2 MIN READ
Estate Administration, Estate Planning, Estate Taxes, Trusts Fundamentals of Estate Planning: Naming a Trustee A trust is the central legal tool used to provide the flexibility and protection most residents use when planning for … September 12, 2012 2 MIN READ
Estate Planning, Estate Taxes, Trusts Farm Assets Protected By Estate Plan Western Farm Press published a story yesterday reminding readers of the importance of conducting proper estate planning. The publication geared … December 28, 2011 2 MIN READ
Estate Planning, Estate Taxes Favorable Tax Rates and Tools May Soon End This week Barron’s–a publication of the Wall Street Journal–discussed how many favorable tax breaks rates and regulations are either set … December 7, 2011 2 MIN READ
Estate Planning, Estate Taxes Editorial Calls for Repeal of the Estate Tax Local residents with a taxable estate over $5 million need to conduct New York estate planning to ensure that they … December 2, 2011 2 MIN READ