Estate Planning

Ten Dos & Donts When Acting as a Trustee

Feb 21, 2010

Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What resp...

End of Year Tax Planning Considerations

Dec 13, 2009

As the New Year approaches, taxpayers around the nation are thinking about making gifts or other fin...

Medicare Open Enrollment Period Ends 12/31/09

Dec 13, 2009

It is that time of year again — time to reassess whether your Medicare plan is working for you. Me...

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...

Irs Alerts Public To New Identity Theft Scams

Oct 20, 2009

The Internal Revenue Service reminds consumers to avoid identity theft scams that use the IRS name, ...

Book Review – Can We Talk?

Oct 20, 2009

Although talking to your parents about money can be difficult, not discussing finances now could mea...

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...

The Certified Copy Of Your Deed Swindle

Jul 22, 2009

Would you pay $60 for something you could get for as little as $1 and probably don’t need at all? ...

Uncertain Market Makes Prepaid 529 Plans More Attractive

Jun 21, 2009

With the stock market down significantly, some parents and grandparents are looking at safer ways to...