estate planning

September 27, 2022

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

December 5, 2018

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

May 13, 2016

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

December 28, 2015

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

February 22, 2015

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

April 8, 2013

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

March 13, 2013

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