One Critical Detail Your Estate Plan Might Be Missing
We all know that death is a natural part of life, but end-of-life planning can still be a difficult thing to navigate. It asks us... more
What to Know About Being Trustee Over Family Assets
Being appointed a trustee over family assets can feel overwhelming if you aren't familiar with the ins and outs of family trusts. First things first;... more
No Will? Don’t Make Prince’s Mistake
David Bowie and Prince both had much in common—an international career as talented musicians, performers and actors; and sadly, untimely deaths this year (January and... more
3 Creative Ways to Make Your Donation Count – For You and Them
You’d like to make a major gift, and want to maximize the donation to help both you and the charitable organization. Maybe you own a... more
What the Academy Awards Has to Do With Your Financial Planning
Joan Rivers, Robin Williams, Philip Seymour Hoffman and Mike Nichols. They’re all industry legends. We’ve been entertained by them for many years and miss their... more
Roundup of New Estate Tax Changes
For more than a decade, estate planning has harkened back to the “wild, wild west,” a time when even the best hired guns didn’t know... more
Get a Quick Fix on Estate Tax Rules
Estate planning is especially complex in 2012. Due to a series of tax law changes—most recently under the Tax Relief, Unemployment Insurance Reauthorization, and Job... more