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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02, 2015
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12, 2014
Time is Running Out for Certain Estates to Make the Federal Portability Election
As a result of a 2010 tax law, a surviving spouse can receive his or her deceased spouse’s unused estate [...]
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12, 2014
Make an Achievable 2015 New Year’s Resolution – Get an Estate Plan Checkup!
With 2015 right around the corner, it’s time to start thinking about your new year’s resolutions. It doesn’t matter whether [...]
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11, 2014
An Estate Planning Checklist to Facilitate Wealth Transfer
Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by [...]
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10, 2014
Year End Estate Planning Tip #3 – Check Your Mental Disability Plan
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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10, 2014
Year End Estate Planning Tip #1 – Check Your Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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10, 2014
Year End Estate Planning Tip #4 – Check the Privacy of Your Estate Plan
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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10, 2014
Year End Estate Planning Tip #2 – Check Your Beneficiary Designations
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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09, 2014
If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?
If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse [...]
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09, 2014
Does Your Revocable Living Trust Reduce Your Estate Tax Bill?
Many people believe that once they set up and fund a revocable living trust, property held in the trust will [...]