Since the creation of Individual Retirement Accounts in 1971, they have become an increasingly important... [Read more...]
What is a Living Trust?
Although you may have heard a lot about living trusts, you may not fully understand... [Read more...]
The Evolution of our Unified Estate and Gift Tax System
Many individuals think that if their estate is below a certain amount that they need... [Read more...]
Your Estate Planning To Do List
We understand that your estate planning isn’t necessarily the most fun thing on your to... [Read more...]
Can Probate Be Avoided?
When you think about estate planning, the execution of a last will may come to... [Read more...]
Double Your Gifting with Spousal Gift-Splitting
As you plan your strategy for 2022, it’s important to consider gifting, including spousal gifts.... [Read more...]
Revocable Living Trusts: Who Can Act as Trustee?
The revocable living trust is a very useful estate planning tool, and these trusts are... [Read more...]
When Does a Power of Attorney Become Effective?
Your estate plan should ideally be part of a comprehensive, long-term plan for aging. You... [Read more...]
The Intersection of Legacy Contacts and Estate Planning
As more and more individuals get comfortable in the digital world, Estate Planning has changed... [Read more...]
Start 2022 the Right Way
The New Year gives us an opportunity to start fresh. If you don’t yet have... [Read more...]
It’s Better to Give Than to Receive
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [Read more...]
What Is the Cost of Probate?
People sometimes act without having enough information, and negative consequences can come about as a... [Read more...]
