Estate Planning

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 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...

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 ...

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...

The State of Estate Taxes

Oct 10, 2014

In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...

What Is the Difference Between a 401(K) And an IRA?

Oct 10, 2014

The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussi...

The State of Estate Taxes

Oct 10, 2014

In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...

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,...