Estate Planning Basics

Estate Planning in the Age of Blended Families

Oct 10, 2014

More than 4 in 10 Americans have at least one step-relative in their family – either a stepparent,...

When Should You Update Your Estate Plan?

Aug 14, 2014

Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisi...

Nine (Potential) Problems With Your Trust

Feb 18, 2014

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and...

New Guides Help Those Appointed to Manage Someone Else’s Money

Feb 18, 2014

Have you been officially asked to manage someone else’s money? For example, have you been named as...

Highlights Of The Fiscal Cliff Legislation

Jan 18, 2013

The Senate passed a compromise bill, the American Taxpayer Relief Act of 2012, to avert the fiscal c...

Time Share Sellers Beware

Sep 16, 2012

In these tough economic times, thousands of time-share owners are anxious to dump their beachfront a...

New Power of Attorney Law Effective 10/1/2012

Sep 16, 2012

A Durable (Financial) Power of Attorney (”FPOA”) (a/k/a a Durable Power of Attorney) is a docume...

Lesson Learned From Will of Jim Morrison

Jul 07, 2012

Although rock legend, Jim Morrison, died in 1971, his Last Will and Testament highlights a misunders...

What Will Happen With the Federal Estate Tax?

Mar 25, 2012

The fate of the federal estate tax is still unclear. What is clear is that the results of the next e...

Transferring Real Property: A Word of Caution

Feb 22, 2012

Many people wonder if it is a good idea to give their home to their children. While it is possible t...