Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg.... [Read more...]
Updating Your Plan: Powers of Attorney
As we begin the year, it’s a good time to think about updating your plan.... [Read more...]
Updating Your Plan: Your Trust or Will
As we approach the end of the year, it’s a good time to think about... [Read more...]
Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Updating Your Plan: Beneficiary Designations
As we approach the end of the year, it’s a good time to think about... [Read more...]
It’s Better to Give, Especially This Year
Normally, you must itemize your deductions in order to benefit from them. In 2020, the... [Read more...]
What the 2020 Election Could Mean for Your Estate Plan
The November elections are over. What was the outcome of the election? What changes could... [Read more...]
Preparing for the Unexpected…and the Eventual
The world is an unusual place. Things you’d never expect to happen sometimes actually do... [Read more...]
What Is a HIPAA Release?
The acronym HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. In... [Read more...]
Academy’s Fall Summit Virtually Perfect
You want your estate planning to be handled by an attorney who stays current on... [Read more...]
What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
When you’re deciding to whom to leave assets, most people choose their children or other... [Read more...]
Planning Is Important
Planning is important. End-of-year tax planning is one part of that planning. This year you... [Read more...]
