Experts tell us that we are on the verge of the greatest transfer of wealth... [Read more...]
Do It Yourself Planning: Is It a Good Idea?
They say that you should not answer a question with another question. However, this is... [Read more...]
Free Report: What Is A Grantor Retained Annuity Trust?
A grantor retained annuity trust is a wealth preservation tool that can be used by... [Read more...]
THE ABLE ACT: New Financial Planning Tool for the Disabled.
In 2014, Congress passed a new law that will change the lives of millions of... [Read more...]
Estate Tax Strategy for Appreciable Assets
There are things that you can do to potentially transfer assets at a tax discount... [Read more...]
Use the Right Trust for the Right Job
Estate planning is often misunderstood. People who do not obtain professional guidance can assume that... [Read more...]
Annual Gift Tax Exclusion Will Remain Constant in 2016
Since we are getting near the end of 2015, certain parameters that are relevant to... [Read more...]
A Medi-Cal Trust Can Preserve Inheritances
When you are contemplating your legacy, you may have a certain vision with regard to... [Read more...]
Generation X Needs To Plan
Caring for Young Children Many members of Generation X are in the midst of raising... [Read more...]
What Is Nursing Home Asset Protection?
It would be logical to go through life with the understanding that your health related... [Read more...]
2016 Estate Tax Exclusion Adjustment Announced
The estate tax exclusion is the amount of money and property that can be transferred... [Read more...]
A New Estate Planning Concern: Digital Assets
Your estate plan should be reviewed an, if needed, every three or so years. Often,... [Read more...]
