Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
October 18, 2012
On the final day of the 2012 NAELA Annual Conference in Seattle in April, Attorney David A. Cechanowicz, JD, MSFS from Albuquerque, New Mexico, delive...
September 30, 2012
The federal gift and estate tax laws, as well as the laws in most states, were designed with “traditional” marriages between a man and woman in mind. ...
September 30, 2012
When one makes a noncash gift, a professional valuation can reduce the chances that the IRS will challenge the gift tax return, thus decreasing the po...
August 30, 2012
You haven’t recently reviewed your retirement plan beneficiary designations No matter how carefully you plan your estate, your objectives can easily b...
August 30, 2012
We plan to go on vacation. We plan to have dinner with friends. But when it comes to planning for how we will be taken care of as we advance in age, m...
August 30, 2012
Under some circumstances it can be beneficial to transfer appreciated, income-producing assets to parents with the understanding that they’ll be retur...
July 30, 2012
If you’ve gone through a divorce or you are getting ready to file, it’s important to talk to your attorney about the impact it will have on your curre...
June 20, 2012
In addition to being a viable option to reduce health care costs, Health Savings Accounts (HSAs) can positively affect estate plans because they grow ...
June 6, 2012
Today, many people conduct their transactions online and have accumulated significant “digital assets” that require special consideration in their est...