Estate Planning

Naming Guardians for Minor Children

Feb 06, 2008

While decisions regarding the distribution of one’s property tend to be the focus of estate planni...

Help Your Loved Ones Sort Out Your Affairs

Feb 06, 2008

The unfortunate reality is that many people die or become incapacitated without having put their aff...

Who Will Make Medical Decisions for Me if I Can’t?

Feb 01, 2008

Many of the people we meet are under the common misconception that if they have a will or a trust, t...

What Is a Living Trust and How Does It Work?

Feb 01, 2008

A Living Trust is a legal document in which you name a Trustee, usually yourself, to manage assets (...

Top Ten Reasons to Have an Estate Plan

Feb 01, 2008

Disinherit Someone. Did you know that certain family members are entitled to some of your assets...

The IRS May Inherit One-Half of Your Life Insurance

Feb 01, 2008

Feel like you paid the government to much in taxes recently? Well guess what, the IRS may be inherit...

The Impact of HIPAA

Feb 01, 2008

Imagine that your spouse wakes up in the middle of the night with severe chest pain. You call 911 an...

Procrastination Is Costly When It Comes To Estate Planning

Feb 01, 2008

At this time of year, when people are making New Year’s resolutions, I can think of no more import...

Owning An Asset Jointly Can Be A Dangerous And Costly Estate Plan

Feb 01, 2008

Joint Ownership (with rights of survivorship) arises where two or more people own an undivided inter...

Making Sense Out Of Estate Tax Exemption Nonsense

Feb 01, 2008

You may have heard that estate taxes are being eliminated, or that the amount of your estate tax exe...