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Latest Blog Posts

Planning Opportunities Available to All Families

Posted on: December 3rd, 2012
With the $5.12 million per person exemption from federal estate tax ($10.24 million for married couples), most of the estate planning 'talk' recently has been on the planning opportunities available to affluent families. However, the need for estate planning remains for everyone....

10 Things To Do Before the End of This Year

Posted on: November 15th, 2012
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012....

Get Ready for These Five New Taxes on January 1, 2013

Posted on: October 1st, 2012
Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013....

Estate Planning After Divorce

Posted on: September 17th, 2012
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 they die or to have that person make life and death decisions for them. But that is exactly what can happen, and often does, when these documents are not updated....

Treating Children Fairly Does Not Necessarily Mean Equally

Posted on: September 3rd, 2012
Most parents want to treat their children fairly in their estate planning, and many assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider....
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