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

Estate Planning

How to Choose a Trustee

Posted on: August 11th, 2014
When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs--collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records and generally keep things organized and in good order....

Family Values and History Are Still the Best Inheritance

Posted on: February 18th, 2013
According to a recent study, family values, traditions and history still mean more than money as an inheritance....

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....

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....
Posts: 1 2 3 All