Estate Planning
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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The Good – The Estate Tax Is Repealed, For Now Effective January 1, 2010, there is no longer a ...
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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...
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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...
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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...
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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...
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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...
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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, ...
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Book Review – Can We Talk?
Oct 20, 2009
Although talking to your parents about money can be difficult, not discussing finances now could mea...
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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...
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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? ...
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