Estate Planning

What Are Your Financial Milestone Birthdays?

Mar 14, 2016

What do you think of when you hear the phrase “milestone birthday?” You might remember younger d...

Accounting for Gifts and Loans to Your Children in Your Estate Plan

Jan 25, 2016

We know a family in which the parents, now in their eighties, have always been meticulously fair whe...

The Pros and Cons of Using Incentive Trusts

Jan 18, 2016

Parents and grandparents usually have no higher goal than the well-being of their children and grand...

What to Do When a Family Member Dies

Dec 10, 2015

Common Sense Tips from 25 Years of Experience The first minutes and hours after a loved one dies ar...

Retirement Tax Breaks Targeted For Elimination

Aug 20, 2015

There are plenty of tricks to maximizing your retirement benefits, and more than a few are considere...

Who Gets Mom’s Ceramic Chickens?

Aug 20, 2015

Unlike money, personal belongings usually cannot be divided equally after their owner passes away. F...

Joint Ownership Of Assets Owner Beware!

May 31, 2015

Joint ownership arises where two or more people own an undivided interest in an asset or property. W...

An Unfunded Living Trust Is an Empty Vessel

May 31, 2015

A Living Trust can prevent your assets from going through probate, minimize or even eliminate estate...

Can I Make Gifts to My Family?

Apr 30, 2015

If you have it to give, you certainly can, but there may be consequences that you must take into con...

The 7 Biggest Estate Planning Mistakes

Mar 27, 2015

If you’re like most people, you have the best of intentions with regard to how you want your estat...