Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
April 4, 2012
In this final installment on this topic we will discuss an estate planning tool you can use to protect yourself from fraud and identity theft. Putting...
March 28, 2012
The last time we discussed this topic we talked about how anyone can fall prey to fraud. Today we will discuss some simple things you can do protect y...
March 22, 2012
This is part 1 of a 3 part posting. Wealth preservation typically focuses on protecting assets against creditors’ claims and lawsuits, but it’s also i...
March 14, 2012
There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills and othe...
February 27, 2012
Last year the estate tax exemption amount was increased to $5 million (returns to $1 million in 2013 unless Congress acts sooner). If your net worth i...
November 22, 2011
You haven’t reviewed your estate plan since. . . . . ? You need to update your plan if: 1. Your net worth or the value of certain assets substantially...
October 28, 2011
One notable change to estate tax law from last year’s Tax Relief act is the “portability” of gift and estate tax exemptions. For the first time, when ...
September 15, 2011
With the gift and estate tax exemptions currently at $5 million ($10 million for married couples), you might think that estate valuations are less imp...
September 15, 2011
The selection of a guardian can have a profound impact on a child, so it’s important to choose carefully. If a person is hesitant to name a guardian f...