Estate Planning

Blended Families

Although Matthew and Jennifer Bishop had carefully put together wills after the birth of their son, that was nearly six years ago and their lives ...
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Estate Planning: Common Concerns and How to Address Them

Estate planning is the process of addressing a number of important issues that everyone will eventually need to face. This section is intended to summarize ...
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Charitable Giving and Social Capital

“Social capital” is essentially money or other assets which will be used for activities which benefit either the government or society. When you pay taxes, ...
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Goals of Estate Planning

1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...
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2011 & 2012: The Golden Gifting Years

As you should now know, The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) became law December 17, 2010, ...
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2011 and 2012 May Be The Golden Gifting Years

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Tax Act”) made a significant number of changes to the federal ...
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The 2010 Tax Act Made A Number of Changes to the Federal Estate, Gift, and Generation Skipping Transfer Tax Laws – To What Extent Should Your Estate Plan Rely On Those Changes?

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Tax Act”) made a significant number of changes to the federal ...
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To What Extent Should You Rely On Temporary Wealth Transfer Tax Changes Made By the 2010 Tax Act?

The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) was signed into law by President Obama on December 17, ...
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