Latest Articles

Do You Have to Update Your Estate Plan With the New Tax Law?

Apr 05, 2018

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is ...

Tax Basis and Your Estate Plan

Mar 28, 2018

When preparing your estate plan, you may have multiple goals. You want to provide for your loved on...

Top Five Downsizing Tips For Seniors

Mar 19, 2018

If you have retired and your children have moved out of your house, you may look around and realize ...

Are You Hitting Your Age-Related Retirement Milestones?

Mar 12, 2018

When our children are small, we read books about child development and take delight when our little ...

How to Keep Your Estate Plan Private

Feb 27, 2018

A colleague recently had an elderly maiden aunt pass away. Though the aunt had many nieces and nephe...

Does Your Debt Pass Away When You Do?

Feb 20, 2018

What will you leave behind you when you die? When you hear that question, your first thoughts may be...

Why You Shouldn’t Keep Your Estate Planning (Too) Simple

Feb 13, 2018

In many aspects of life, the simplest option is desirable: simple, unprocessed foods, minimalist art...

How Will the New Tax Reform and Jobs Act Affect You?

Jan 30, 2018

The newly-enacted tax reform law, dubbed the "Tax Reform and Jobs Act," will deliver major changes t...

Can a Trustee or Attorney-In-Fact Be Compensated?

Jan 25, 2018

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act ...

How a Spendthrift Trust Can Work for Your Family

Jan 11, 2018

In recent years, trusts have become increasingly popular as estate planning tools. Many people get t...