Is It Time To Update Your Estate Plan? Michael Crichton is one of the bestselling authors and screenwriters of all time. His estate was worth many millions of dollars when he died at age 66, leaving … [Read more...] about Should You Trust Your Estate Plan?
Why create an estate plan? You don’t have to be a millionaire to benefit from an estate plan. Reasons to create an estate plan are as unique as the individuals who create them. If you own a home, … [Read more...] about 15 Common Reasons To Do Estate Planning
One morning you wake up and ask yourself, “Where has the time gone?” Your babies are now adults and likely parents themselves. You have done your job of raising responsible adults with lives of their … [Read more...] about GRANDPARENTS’ GUIDE TO SECOND GENERATION PLANNING
Why create an estate plan? As 2013 started, the estate planning world had a new law: The American Taxpayer Relief Act of 2012 (ATRA), enacted January 2, 2013. In order to understand the current … [Read more...] about Keeping Up With the Ever Changing Estate Tax
How to ensure you’ve covered the basics One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That’s why a crucial first … [Read more...] about Planning It Right the Second Time Around
Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and protecting privacy. Yet it’s also … [Read more...] about Living Trusts: Calculating the Benefits
As citizens of a culture that worships youth, most of us find it nearly impossible to admit our own mortality, much less make plans for that eventuality. Denial, however, offers no protection from … [Read more...] about Peace Of Mind
Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who we are, what our goals are, and how we want our estate … [Read more...] about Dangers of Do-It-Yourself Wills and Living Trusts
If you’re like most people you probably just want an estate plan to give your estate to whom you want, when you want and how you want. You don’t want to become a lawyer and figure out how to make all … [Read more...] about Creating a Lasting Legacy
Is it time to update your estate plan? Are you concerned about the safety of your bank accounts? If so, your fears are justified. Early in 2008, the Federal Deposit Insurance Corporation (“FDIC”), … [Read more...] about Are Your Bank Accounts Safe?