Currently Browsing: Estate Planning

Medical Emergency Information for Parents of College Students
October 10, 2017

Medical Emergency Information for Parents of College Students

You send your kids off to college, young and healthy, with their whole lives ahead of them. It’s unlikely that you picture them enduring a serious medical emergency – or…

What is a Trust and Why Does Every Family Need One?
August 22, 2017

What is a Trust and Why Does Every Family Need One?

In our blog, we often discuss the value of various types of trusts. These are often presented as solutions to unique estate planning problems, which might lead you to believe…

Protecting Your Heirs from Creditors and More
August 8, 2017

Protecting Your Heirs from Creditors and More

We all want as much time as possible with our families. But if and when the inevitable happens, and we pass away, we hope that our assets pass smoothly to…

Whose Property Is This?
May 21, 2017

Whose Property Is This?

You leave home for a much-needed vacation, and one week later you return home to discover that something is… different. There’s a fence on part of your property, or someone…

Will Trump’s Estate Tax Plan Affect You?
May 2, 2017

Will Trump’s Estate Tax Plan Affect You?

After a hectic and hotly-debated election season, we now wait to see what changes President Trump’s administration will bring to the country. While many ideas have been proposed and discussed,…

Protecting the Assets You Leave to Your Children
April 20, 2017

Protecting the Assets You Leave to Your Children

It’s a rare situation, but it does sometimes happen: Both parents pass away while their children are still minors, or are young adults without the experience to handle a large…

Protect Your Parents – Before Incapacity Strikes
April 10, 2017

Protect Your Parents – Before Incapacity Strikes

Your parent is suddenly critically ill, in the hospital, and unable to make medical or financial decisions. Without your help, bills won’t be paid and the appropriate nursing care might…

Estate Planning Tips to Reduce Excessive Taxes
November 29, 2016

Estate Planning Tips to Reduce Excessive Taxes

The more your estate is worth, the more likely it is that the IRS will audit your return. For example, in 2012 the IRS audited 14.5 percent of returns filed…

Protect Your Child with an Advanced Health Care Directive
October 19, 2016

Protect Your Child with an Advanced Health Care Directive

Imagine that your child, a college sophomore, goes on a Colorado ski trip with his friends. Unfortunately, he has a bad accident on the slopes, and sustains serious injuries. You…

Will You Be Impacted by the End of Discounted Family Wealth Transfers?
October 12, 2016

Will You Be Impacted by the End of Discounted Family Wealth Transfers?

For decades, you and other American taxpayers have been able to use a primary estate planning strategy for reducing gift and estate taxes. This strategy takes advantage of discounts for…

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