Latest Blog Posts

Estate Planning in 2013 and Beyond under the New Tax Law

Posted on: July 11th, 2013
The recent tax legislation dealing with the 'fiscal cliff' included significant revisions to the estate tax law that will affect estate planning for the foreseeable future. These revisions include:...

Real Estate

Posted on: June 24th, 2013
recent WSJ article highlights the opportunities created by our current historically low interest rates. In How Low Rates Can Cut Your Tax Bill, Tax Report columnist Laura Saunders points out that our current low interest rates (a Section 7520 rate of only 1.4% in October) create several unique planning opportunities:...

Divorce & Estate Planning

Posted on: June 24th, 2013
One area that is often overlooked in the divorce process is the need to update estate planning. Most people would agree that their ex-spouse is the last person they want to inherit their assets when they die--or to have that person make life and death decisions for them. But that is exactly what can happen - and often does - when these documents are not updated....

Formulate a Life Plan

Posted on: June 20th, 2013
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more about family and values, and it becomes a process instead of a transaction....

End of the Year Planning

Posted on: November 13th, 2012
1. Have your estate planning done. Set the end of the year as your deadline to finally get this completed. If you don't have an attorney, ask friends and acquaintances for referrals. If you aren't sure about some decisions, your attorney can help you. If money is tight, start with what you can afford (a will, power of attorney, health care documents) and upgrade when you can. ...
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