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‘Till Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage

Posted on: January 12th, 2017
Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands of ways for that blaze to unfold. For many Americans, such devotion and passion do not need to be neatly formalized as marriage....

Why a Trust is the Best Option for Avoiding Probate

Posted on: January 9th, 2017
As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.”...

One Last Thing: Don’t Miss These 2016 Hot Estate Planning Topics

Posted on: December 30th, 2016
In case you missed any of them, here is a rundown of six hot estate planning topics we covered this year:...

Stress Test Your Estate Plan

Posted on: December 21st, 2016
So you've done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you've selected will maximize your peace of mind and protect your legacy....

You’ll Be Surprised: When Is The Best Time To Plan Your Estate?

Posted on: December 9th, 2016
Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people start thinking about planning their estates when they reach retirement age. However, you might be surprised, even shocked, to know that the best time to plan your estate is at age 18. The second best time to plan your estate is right now....

Hurry! Starting January 1, 2017 - the New IRS Regulations Might Raise Taxes on Your Family’s Inheritance

Posted on: December 9th, 2016
The IRS recently released proposed regulations which effectively end valuation discounts that have been relied upon for over 20 years. If the IRS’s current timetable holds, these regulations may become final as early as January 1, 2017. Although that date isn’t set in stone, I expect that the regulations will be final around that time or shortly thereafter...
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