Estate Planning Basics

Using Iras in Estate Planning

Oct 17, 2011

Individual Retirement Accounts (IRAs) are a popular investment tool for retirement, but they also ne...

Prenuptial Agreements Can Be an Estate Planning Tool

Sep 02, 2011

As more and more people marry more than once, prenuptial agreements have become an important estate ...

Estate Tax Repeal Law Update

Jul 19, 2010

The federal estate tax lapsed (was “repealed”) on January 1, 2010. But under current law, it wil...

Beneficiary Designations Can Cause Problems for Children With Special Needs

Mar 21, 2010

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American famil...

The Estate Tax Expires, But….

Feb 21, 2010

The Good – The Estate Tax Is Repealed, For Now Effective January 1, 2010, there is no longer a ...

10 Reasons To Create An Estate Plan – Now!

Nov 16, 2009

Many people think that estate plans are for someone else, not them. They may rationalize that they a...

Estate Planning for Second Marriages

Oct 20, 2009

Getting remarried can be a joyous event, but it can also make estate planning more complicated. Addi...

Is It Time to Service Your Estate Plan?

Aug 25, 2009

Like your vehicle, your estate plan needs occasional “servicing” if it is going to perform the w...

Seniors Exempt From 2009 Retirement Distributions

Jan 17, 2009

Congress has passed and President Bush has signed legislation that will temporarily suspend the pena...

The Importance Of A Durable Power Of Attorney

Jan 17, 2009

A “Durable” Power of Attorney (”DPOA”) should be a part of every estate plan, regardless of ...