Latest Articles
Do I Need an Estate Plan if I Don’t Have Kids or a Spouse?
Jan 19, 2017
People put off estate planning for a variety of reasons. What propels a lot of people into the estat...
Read MoreAlternatives to Joint Ownership of Property
Jan 09, 2017
Joint ownership of property can take many forms, including joint tenancy of real estate with rights ...
Read MoreFinancial Resolutions for 2017 You Can Actually Keep
Dec 22, 2016
Lose weight. Be neater. Save more money. Sound familiar? Yes, it's the time of year for New Year's r...
Read MoreCommunicating With Your Loved Ones About Your Estate Plan
Dec 15, 2016
If you've made an estate plan, congratulations! You're ahead of many people who have been meaning to...
Read MoreThe Difference Between First- And Third-Person Special Needs Trusts
Dec 08, 2016
If you have a loved one with special needs, you have probably heard that a special needs trust is a...
Read MoreAvoiding Sibling Disputes When An Aging Parent Needs Care
Nov 28, 2016
Making the decision that an aging parent needs care is rarely easy. Having siblings to help discuss ...
Read MoreFive Things You Should Do Now to Lower Your 2016 Tax Bill
Nov 18, 2016
Midnight on New Year's Eve: confetti falls, champagne corks pop, couples kiss. A year evaporates int...
Read MoreRequired Minimum Distributions: Perils and Pitfalls
Oct 28, 2016
Remember that old fable about the ant and the grasshopper, in which the grasshopper spent his summer...
Read MoreUnderstanding the Tax Consequences of Inheriting a Roth IRA
Oct 24, 2016
While many people have a Roth IRA as part of their estate plan, comparatively fewer are aware that a...
Read MoreDo I Need an Estate Planner? A Financial Planner? Or Both?
Oct 07, 2016
You know you've got to plan for your future: college for the kids, retirement, and security for your...
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