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February 7, 2023

While Organizing for Tax Return Preparation, Keep Your Estate Planning Needs in Mind

My accountant follows the recommended practice of sending her clients an organizer every year in the hope that clients will more easily,…

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April 21, 2020

HOW YOU CAN BUILD AN ESTATE PLAN THAT INCLUDES ASSET PROTECTION

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the…

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October 21, 2019

WHAT ESTATE PLANNING AWARENESS MEANS FOR YOU

Estate planning, including Advance Directives, is important for everyone regardless of wealth or family status.  If you become incapacitated or pass away…

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June 21, 2019

TRUSTS – THE SWISS ARMY KNIFE OF ESTATE PLANNING

Seek Professional Advice With changes to the U.S. tax code and the high cost of living and medical care, it is especially…

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April 21, 2019

6 STEPS FOR INTER-GENERATIONAL ESTATE PLANNING

Inter-generational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as…

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February 9, 2019

HOW TO MANAGE YOUR BASIS “STEP UP”

If you are planning to leave someone an inheritance, or someone has left you an inheritance, it is important for you to…

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January 21, 2019

5 TIPS FOR SUCCESSFULLY RECEIVING AN INHERITANCE

If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions…

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December 21, 2018

CONSIDER “MICRO” ESTATE PLANNING IN THE NEW YEAR

You are probably familiar with the idea and benefits of traditional estate planning: eliminating probate complications and costs, lowering tax liabilities, and…

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November 21, 2018

WHAT TO EXPECT FROM ESTATE PLANNING IN 2018

As we look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can…

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October 21, 2018

YOU CAN GIVE AWAY MORE TAX FREE IN 2018

After staying the same for five years, the amount you can give away to any one individual in a particular year without…

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