Death Tax Repeal Act Introduced in House and Senate
Identical bills have been introduced in the U.S. House and Senate that would permanently repeal the federal estate tax and [...]
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04, 2015
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04, 2015
Three Liability Planning Tips for Physicians Anyone Can Use
Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with [...]
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04, 2015
Is a Revocable Living Trust Right for You?
Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and [...]
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03, 2015
Is a Payable on Death Account Right for You and Your Family?
Payable on death accounts, or “POD accounts” for short, have become popular for avoiding probate in the last decade or [...]
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03, 2015
Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, [...]
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03, 2015
When is an Estate Subject to State Death Taxes?
In the United States, certain states collect a death tax based on the value of the deceased person’s estate and [...]
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02, 2015
Five Things You Need to Know About the Recently Enacted ABLE Act
On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The ABLE [...]
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02, 2015
Five Changes Proposed in President Obama’s 2016 Budget That Could Affect Your Estate Plan
The Obama administration recently released its budget proposal for the 2016 fiscal year. As in past years, this budget proposes [...]
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02, 2015
How to Choose the Right Agent for Your Incapacity Plan
A common misconception is that estate planning equates to death planning. But planning for what happens after you die is [...]
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01, 2015
Who’s Going to Get It: Do You Really Know the Beneficiaries of Your Dynasty Trust?
Today many estate plans contain irrevocable dynasty trusts that will continue for the benefit of a spouse’s lifetime and then [...]