April 4, 2013
Consumer reports: DIY = DI Don’t
So you think paying an attorney to plan your estate is too expensive? How expensive will it be if that online company you used gets it wrong? When it ...
Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
April 4, 2013
So you think paying an attorney to plan your estate is too expensive? How expensive will it be if that online company you used gets it wrong? When it ...
April 3, 2013
The effect of ATRA on grantor and dynasty trusts. Obama Budget Endangers Some Estate Planning Techniques.
April 2, 2013
Here is an article from my new Special Needs newsletter. When a family has more than one child with special needs, the last thing it wants is more com...
April 2, 2013
Greetings Readers, April is Autism awareness month and today, April 2, is World Autism Awareness Day. I want to welcome you to the inaugural edition o...
April 1, 2013
This article discusses whhy long range strategic thinking is important in general estate planning but is critical when dealing with a family business,...
April 1, 2013
With the estate tax exemption of 5 million dollars being made permanent, 99% of people don’t need to worry about tax planning. This article discusses ...
April 1, 2013
Are your retirement savings secure from creditors? Estate planning and asset protection go hand-in-hand. After all, no matter how well your estate pla...
March 29, 2013
Happy Easter! Just as the federal government has a tax structure, so do the states. These tax rules will vary from state to state. Knowing what to thi...
March 25, 2013
Although this article focuses on New Jersey, the general discussion of the expansive health law change to take effect January 2014 is relevant to Texa...