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Latest Blog Posts

Blended Families Underscore the Need for Estate Planning

Posted on: April 13th, 2012
Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families underscores the need for proper estate planning....

Advance Directives/Living Wills are a Critical Component of Estate Planning

Posted on: April 6th, 2012
March 31, 2012 marked the seventh anniversary of the death of Terri Schiavo, the 41-year-old who succumbed after her feeding tube was removed as part of a very public legal battle between her husband and parents. This anniversary reminds us all how important it is to have health care directives in place....

Obama's Fiscal Year 2013 Budget Proposal

Posted on: March 5th, 2012
On February 13, 2012, President Obama released his fiscal year 2013 budget proposal for the fiscal year beginning October 1, 2012. This budget contains several long-standing proposals ' as well as some new ones ' that would impact estate planning significantly. ...

The Most Important Love Letters You'll Ever Write?

Posted on: February 20th, 2012
Many Americans have the misperception that estate planning is simply preparing for one's death and is only necessary for the affluent. To the contrary, estate planning is as much about passing values to loved ones as it is about passing material possessions....

Create successful wealth transfers with open communication

Posted on: January 16th, 2012
"70% of intergenerational wealth transfers fail." Open and honest communication between family members may help put you in the 30% of successful wealth transfers....
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