» Estate Planning Basics

Estate Planning For Second Marriages

Getting remarried can be a joyous event, but it can also make estate planning more complicated. Adding additional family members to your life can make it much richer and happier However, when deciding how to provide for the surviving spouse at the de… Read More
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Is It Time to Service Your Estate Plan?

Like your vehicle, your estate plan needs occasional “servicing” if it is going to perform the way you want when you need it. Your estate plan is designed to accomplish your goals based upon your circumstances at the time (i.e. – your famil… Read More
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Seniors Exempt From 2009 Retirement Distributions

Congress has passed and President Bush has signed legislation that will temporarily suspend the penalty for seniors who fail to take the required minimum distribution from IRA and employer retirement accounts in 2009. But the penalty freeze, which is… Read More
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The Importance of a Durable Power of Attorney

A “Durable” Power of Attorney (”DPOA”) should be a part of every estate plan, regardless of whether you are using a will, a living trust, or do nothing at all. A DPOA is a legal document in which you appoint someone, called an “agent” or… Read More
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The Perils of Owning Assets Jointly

Joint ownership arises where two or more people own an undivided interest in an asset or property. When one of the owners dies, the entire ownership passes automatically to the surviving joint owner without going through probate. Because the use of j… Read More
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Understanding FDIC Insurance

Against the backdrop of difficult economic times, investors have become increasingly concerned about the security of their investments. The FDIC is an agency that insures funds on deposit with certain banks and savings associations. The FDIC recently… Read More
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Is a Pet Trust Right for You?

Even if your not as wealthy, or eccentric, as Leona Helmsley, a “Pet Trust” can ensure that someone will care for your beloved pet when you are no longer able to. A “pet trust” is a term that is used to describe an arrangement whereby an indi… Read More
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Without a Durable Power of Attorney, Your Estate Plan is Incomplete

A “Durable” Power of Attorney (”DPOA”) should be a part of every estate plan, regardless of whether you are using a will, a living trust, or do nothing at all. A DPOA is a legal document in which you appoint someone, called an “agent” or… Read More
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