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Latest Blog Posts

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....

Four More Common Estate Planning Mistakes

Posted on: August 15th, 2012
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a plan in place....

The Many Needs for Life Insurance in Our Lives

Posted on: August 1st, 2012
The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play an important role in business, estate planning and charitable giving....
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