"But in this world nothing can be said to be certain, except death and taxes."
- Benjamin Franklin

December 2014 Posts

  • Make an Achievable 2015 New Year’s Resolution – Get an Estate Plan Checkup!

    With 2015 right around the corner, it's time to start thinking about your new year's resolutions. ...
  • Year End Estate Planning Tip #4 – Make Gifts that Your Family Will Love but the IRS Won’t Tax

    Don't let the chaos of the holiday season prevent you from avoiding federal gift tax by making "annual exclusion" gifts, medical payments gifts, and educational gifts....
  • Year End Estate Planning Tip #3 – Check Your Mental Disability Plan

    With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is making sure their mental disability plan is up to date. ...
  • Year End Estate Planning Tip #2 – Check Your Beneficiary Designations

    With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is their beneficiary designations....
  • Year End Estate Planning Tip #1 – Check Your Estate Tax Planning

    With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area that married couples should revisit is their estate tax planning. ...