1. What is estate planning?

    Estate planning should be a life long process of taking steps to provide for you and the people you love.  You never know when disability will strike. When most people think of estate planning they think about transferring what they own at their death. Another equally important part of planning is …Read More

  2. After A Divorce, Make Sure to Reevaluate Your Estate Plan

    Your ex or soon-to-be ex-spouse may still have authority over your medical and financial affairs after your divorce. This should send shock-waves through most people knowing their ex-spouse may still have so much control over them after they part company in a divorce. This is why it is important to …Read More

  3. How To Get Resistant Aging Parents To Talk About The Future

    Do your aging parents resist talking about the future or giving you any of their financial or legal information?  You’re not alone. “The Talk” about the future is off limits for a lot of parents. They are fearful of losing control of their lives.  Many adult children avoid pushing because th…Read More

  4. Lessons Learned from James Gandolfini’s Will

    No matter how much you have, estate planning is essential. When James Gandolfini, the actor who played mob boss Tony in HBO show “The Sopranos”, died of a heart attack at 51 last month, he left an estate valued at roughly $70 million. Commentators have declared his estate plan a “disaster” b…Read More

  5. Republican Primary Inspires Discussion of Trusts

    If you follow current events at all it is impossible to ignore the fact that we are now in the thick of the Republican primary race—and that the Presidential election will not be far behind. With the political machine in full swing there have been quite a few news stories about the candidates’ f…Read More

  6. The Bum Rap of Prenups: Why They Are More Romantic Than You Thought

    Valentine’s Day is only a couple of weeks away, and love and marriage are in the air; but going hand in hand with love and marriage should be the wisdom to protect yourself and your beloved with a prenuptial agreement. We know that most people don’t consider prenuptial agreements a very romantic…Read More

  7. What Will You Be Doing With This Year’s IRA Withdrawal?

    Many of our clients who are 70 ½ or older have chosen in the past to give a certain portion of their required IRA withdrawal to charity each year; doing so has allowed them to take the required withdrawal, keep their taxable income down, and give to a cause they care about all at the same time. Unf…Read More

  8. Speculation About the Estate of Steve Jobs Continues

    The public has been curious about the estate of Steve Jobs ever since he passed away in early October, but with his assets wisely protected with a trust, his family's privacy regarding the distribution of inheritance has remained intact. (Privacy is only one of the many benefits of using a trust as …Read More