Planning is important when providing for any of your children. But planning is even more... [Read more...]
The Importance of Communicating Your Plans
Each of us will die eventually. This article looks at how planning can make your... [Read more...]
How Much is Too Much?
This article looks at the question of how much is too much to leave your... [Read more...]
Clarity is Key to Planning
Clarity is essential in an estate plan. This article examines the case of Tom Petty,... [Read more...]
Kiddie Tax is Worse Than Ever
The Kiddie Tax can apply to the unearned income of children. Read on to learn... [Read more...]
Making Trusts More Flexible
Trusts can be drafted to be quite flexible. This article examines several ways you can... [Read more...]
When and Where You Die Matters
Where you die matters. While you’ll pay the same federal estate tax no matter where... [Read more...]
Planning is Critical
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
What Is a Reverse Mortgage?
If you are a senior, you have likely heard of a reverse mortgage. As the... [Read more...]
New Estate Tax Proposal
A new estate tax proposal would lower the amount passing free from tax to $3.5... [Read more...]
What Are 529 Plans and What Are Their Advantages?
What are 529 plans? Can they be held in trusts? Read on to learn more... [Read more...]
What are UGMA and UTMA Accounts?
What are UTMA and UGMA accounts? Are there better alternatives? Read on to learn more... [Read more...]
