Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
March 4, 2013
Grandparents often want to play a role in financing their grandchildren’s college educations. But it’s important that they consider the impact that di...
February 14, 2013
Today is the day for lovers! So, I’m sure you are wondering what on earth estate planning and Valentine’s Day have to do with each other. Certainly es...
January 17, 2013
Tax deal reshapes estate planning landscape The American Taxpayer Relief Act of 2012 (ATRA) that averted the United States’ descent over the “fiscal c...
December 13, 2012
Stories of “trust fund babies” who’ve squandered the wealth their parents (carefully set aside for them to ensure their financial well-being are all t...
November 29, 2012
You’re married and relocating from a community property state to a non-community property state, or vice versa There are 10 community property states:...
November 8, 2012
A health care directive allows one to communicate their preferences, in advance, for medical care in the event they’re incapacitated. Directives go by...
October 30, 2012
The Patient Protection and Affordable Care Act of 2010 established a new 3.8% Medicare tax on investment income for high-income taxpayers, which is sc...
October 25, 2012
When to begin receiving Social Security benefits depends on each person’s individual circumstances. Estate planning also factors into the equation. Fo...
October 24, 2012
Whether you’ve been divorced or widowed, there’s always the chance of finding new love and making the decision to get remarried. With that said, you m...