Latest Articles

Can I Make Gifts to My Family?

Apr 30, 2015

If you have it to give, you certainly can, but there may be consequences that you must take into con...

The Ins and Outs of Estate Sales

Mar 27, 2015

We accumulate a lot of stuff over a lifetime and at some point – perhaps due to death, divorce, de...

The 7 Biggest Estate Planning Mistakes

Mar 27, 2015

If you’re like most people, you have the best of intentions with regard to how you want your estat...

Obama Calls for End to Capital Gain Tax Break

Feb 27, 2015

In his State of the Union message, President Obama called on Congress to raise taxes on the so-calle...

Proposed Regulations Would Create Transfer Penalties For Veterans

Feb 26, 2015

The Department of Veterans Affairs (VA) is proposing regulations that would establish an asset limit...

Lifetime Probate & How to Avoid It

Feb 26, 2015

One of our firm’s primary goals is to assist our clients prepare an estate plan that prevents any ...

Tougher Reverse Mortgage Rules To Take Effect

Jan 30, 2015

Beginning March 2, 2015, borrowers will have to pass a financial assessment before they can take out...

Top 10 Beneficiary Designation Mistakes

Jan 30, 2015

Utilizing beneficiary designation is a legitimate method or estate planning. However, failure to “...

Estate Planning for Digital Assets

Jan 30, 2015

More and more, we are conducting our business on the Internet, whether that’s online banking, shop...

Even Annual Exclusion Gifts Are Counted By Medicaid

Nov 16, 2014

Many people believe that if they give away an amount equal to the annual gift tax exclusion – curr...