Estate Planning

Major (But Temporary) Changes Just Made to the Estate Tax, Gift Tax, and Generation-Skipping Transfer Tax Laws

Just past midnight on December 17, 2010, the federal House of Representatives voted to pass “The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act ...
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Year End Planning Opportunities

As noted in the News Alert we sent out on December 20, 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 ...
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Roth IRAs – Planning Beyond the Basics

Roth IRAs can be an incredible investment vehicle. Roth IRAs provide the potential for you to make investments and enjoy the results without any income ...
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Incredible Tax Planning Opportunities Available For Those Who Act Now!

While the current state of the economy has many negatives, including depressed asset values and historically low interest rates being paid on savings, some of ...
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Estate & Trust Disputes: Common Types and How to Avoid Them

Disputes over a loved one’s estate or trust can be incredibly destructive to both assets and relationships. They can also result in the destruction of ...
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Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction

You (or someone you know) may have heard that a Revocable Living Trust (often referred to simply as a “Living Trust”) is necessary for everyone.  ...
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Fiduciary Selection — A Critical Part of Any Well-Prepared Estate Plan

One of the most critical decisions you will make in developing your estate plan involves making appropriate selections for the various fiduciary roles under your ...
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Planning – Especially Important for Business Owners

Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if ...
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