We live lives wrought with uncertainty, but there is one thing that you can usually... [Read more...]
State Your Wishes With Three Wills
There is so much to consider when you start to get serious about planning your... [Read more...]
Nursing Home Costs Raise Concerns
Planning your estate naturally extends forward into your retirement years and the period leading up... [Read more...]
Make Your Life Story Part Of Your Estate
Preparing for the inevitable realities of aging is at the core of estate planning, and... [Read more...]
Tax-Free Gift Giving
In a very real sense, when you give someone a gift, you may actually enjoy... [Read more...]
The Case For Permanent Estate Tax Repeal
As the new year approaches the return of the estate tax is a matter of... [Read more...]
Conservatorship and Guardianship
The point of comprehensive, holistic estate planning is to examine all of the realities that... [Read more...]
Beware of Estate Planning Procrastination
There are some responsibilities that we readily recognize as things that we must address in... [Read more...]
Patient Privacy & The HIPAA
Laws are often passed that provide some form of protection while simultaneously creating impediments that... [Read more...]
Tax-Free Educational Gifts
When the value of your legacy is clearly going to exceed the estate tax exclusion... [Read more...]
Five Wishes Provide A Framework
Modern estate planning involves more than just the financial realities that go along with aging,... [Read more...]
Three Simple But Effective Inheritance Planning Vehicles
You see so many terms and acronyms tossed around when you are doing your inheritance... [Read more...]
