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

Latest Blog Posts

Estate Planning

Posted on: February 11th, 2013
Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth!...

Estate Planning for Second Marriages

Posted on: February 4th, 2013
In first marriages, the couple generally has the same goals when it comes to their estate planning: take care of the surviving spouse for as long as he or she lives, then whatever is left will go to the children. They may own many of their assets jointly and, at the death of the first spouse, more than likely everything will go to the surviving spouse just as they had planned....

Young Adults Need Estate Planning, Too

Posted on: January 28th, 2013
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student's grades without his/her permission can be mildly frustrating. But a medical emergency can take this frustration to a completely different level. The parents (or a sibling or another person) will probably have to go to court and ask for permission to obtain information about the student's medical condition, be able to make decisions about treatment, and have access to the student's financial records and accounts....

Estate Planning in 2013 and Beyond under the New Tax Law

Posted on: January 25th, 2013
The recent tax legislation dealing with the "fiscal cliff" included significant revisions to the estate tax law that will affect estate planning for the foreseeable future. ...

2013 Resolutions

Posted on: January 7th, 2013
New Year's resolutions for 2013, including Estate Planning and staying organized for the tax season....

Estate Planning Today Must Include Digital Assets and Social Media

Posted on: December 31st, 2012
Estate planning for digital assets and social media accounts is similar to estate planning for other assets. You need to make a list of what you have and where it is located, name someone (with computer and social media know-how) to step in for you, provide that person with access, and provide some direction for what you want to happen to these assets....
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