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

Latest Blog Posts

Five Changes Proposed in President Obama’s 2016 Budget That Could Affect Your Estate Plan

Posted on: March 9th, 2015
The Obama administration recently released its budget proposal for the 2016 fiscal year. ...

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning

Posted on: February 25th, 2015
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. ...

Five Things You Need to Know About the Recently Enacted ABLE Act

Posted on: February 9th, 2015
The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered by government sponsored programs. ...

How Powers of Appointment Can Improve Your Trust

Posted on: January 31st, 2015
Today many estate plans contain trusts that will continue for the benefit of a spouse's lifetime and then for the benefit of several generations....

Three Social Security Traps

Posted on: January 23rd, 2015
What you don't know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps to avoid when taking your benefits....

Estate Planning After Divorce

Posted on: January 15th, 2015
One area that is often overlooked in the divorce process is the need to update estate planning. ...
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