Latest Articles

Are You Hitting Your Age-Related Retirement Milestones?

Mar 12, 2018

When our children are small, we read books about child development and take delight when our little ...

How to Keep Your Estate Plan Private

Feb 27, 2018

A colleague recently had an elderly maiden aunt pass away. Though the aunt had many nieces and nephe...

Does Your Debt Pass Away When You Do?

Feb 20, 2018

What will you leave behind you when you die? When you hear that question, your first thoughts may be...

Why You Shouldn’t Keep Your Estate Planning (Too) Simple

Feb 13, 2018

In many aspects of life, the simplest option is desirable: simple, unprocessed foods, minimalist art...

How Will the New Tax Reform and Jobs Act Affect You?

Jan 30, 2018

The newly-enacted tax reform law, dubbed the "Tax Reform and Jobs Act," will deliver major changes t...

Can a Trustee or Attorney-In-Fact Be Compensated?

Jan 25, 2018

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act ...

How a Spendthrift Trust Can Work for Your Family

Jan 11, 2018

In recent years, trusts have become increasingly popular as estate planning tools. Many people get t...

Can You Protect Your House From Medicaid By Giving It To Your Kids?

Dec 18, 2017

The cost of care in a nursing home or other long-term care facility is high and continues to rise. I...

Good News for Givers: Gift Tax Exclusion Goes up in 2018

Dec 14, 2017

Good news for those caught up in the spirit of giving this holiday season: next year, in 2018, you w...

End-Of-Year Tax Planning for 2017

Dec 08, 2017

The last thing most people want to think about during the holidays is taxes, but you also don't want...