The new tax law passed by Congress on January 1st, the American Tax Relief Act... [Read more...]
Lessons from the Death of General Norman Schwarzkopf
In December 2012, retired General Norman Schwarzkopf, one of our nation’s most brilliant military minds... [Read more...]
Intentionally Defective Trusts: 3 Common Questions
Question 1: What is an intentionally defective trust? An intentionally defective trust, sometimes known as... [Read more...]
How Does Fiscal Cliff Deal Impact Estate Tax?
We have some clarity now with regard to the estate tax parameters for 2013. The... [Read more...]
Start The Year With a Pet Plan
The new year is often the a time to reflect on the role family and... [Read more...]
Seniors, Retain Your Independence
There is bad news for our nation senior citizens: just because you were independent when you... [Read more...]
A DIY Power of Attorney is a Bad Idea
In this day and age of “do it yourself,” you might be tempted to believe... [Read more...]
Estate Planning Issues for Second Marriages
Married couples in which one or both of the spouses have been previously married, or... [Read more...]
Estate Planning for Single Retirees
Despite the prevalence of commercials featuring frolicking senior couples enjoying their golden years together, either... [Read more...]
Deciding When To Take Away The Keys From Mom Or Dad
Now that the holidays are over and you’ve spent time with family and friends, take... [Read more...]
3 Questions About Changing Testamentary Trust Terms
Question 1: How do I change the terms of the testamentary trust? When you create... [Read more...]
When a Nursing Home is Out of the Question
For an elderly parent who has lived in the same house for years, or even... [Read more...]
