Blog
The Overlooked Document that Packs a Punch
Most people are surprised at just how many documents there are in an estate plan. An estate plan is not merely a trust, it incorporates a number of other documents to help protect your finances, your children, your health, and especially your right to make your own...
As Time Goes By… Part 3
Our previous installments on how to review your estate plan discussed how and why to review the more financial portions of your estate plan; for this final installment we will cover how to review the documents that may be closer to your heart: your health care...
As Time Goes By… Part 2
In our recent blog post we listed 6 essential components of your Estate Plan that should be reviewed on a regular basis and why it’s so important to keep them updated. Today we’ll go into more detail about the first of these components; what they are, and how to...
As Time Goes By… Part 1
For many people the holiday season brings more than just celebration. Seeing family and friends you may not have seen since this time last year means seeing children who have shot up like weeds, siblings and cousins with noticeably more gray in their hair, and even...
Is All This Really Necessary? . . . Yes, It Turns Out It Really Is
Jane Hodges of the Wall Street Journal recently jumped in where few would fear to tread—and lived to write about it. Where most people would prefer not to think about taxes and estate planning at all if they could help it, Hodges went through the process of creating...
Buyer Beware!!!!
A client in our office recently sent me a copy of this check. The client had just purchased an item from a television ad. He likes the product. Several weeks later he received this check in the mail for $9.75. He thought he was receiving a refund and was about to cash...
Estate Tax Countdown
When the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) was passed in 2001, it seemed as if estate taxes would soon be a thing of the past. The term estate taxes would become an unpleasant reminder of an old and unnecessary law. Click here to continue...
More than Just “The Death Lawyer”
Everyone knows that the estate tax is also sometimes known as “the death tax”; similarly, estate planning attorneys are also sometimes known as “those death lawyers.” This is something most of us have learned to good-naturedly roll our eyes at; but eye-rolling aside,...
Don’t Take That IRA Withdrawal Yet! New Options for Seniors in 2009
If you are a senior 70 ½ or older who owns an IRA we have good news for you. Last year Congress approved legislation that waives the minimum withdrawal requirement for seniors in 2009. This leaves seniors with more options than usual regarding their IRAs. You can...
Executors Have Options When It Comes to Final Medical Expenses
Most people die in a hospital; sometimes after a long and slow decline, sometimes after a quick and unexpected tragedy. If you are an executor of the deceased’s estate this is significant because it means that there are usually final medical bills to be paid. What...
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