This is part 1 of a 3 part posting. Wealth preservation typically focuses on protecting assets against creditors’ claims and lawsuits, but it’s also important to protect wealth from erosion […]
Protecting your assets against Fraud and Identity Theft Read More »
There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills and other documents, it’s easy to do. But unless
At Your Own Risk: The Pitfalls of DIY Estate Planning Read More »
Last year the estate tax exemption amount was increased to $5 million (returns to $1 million in 2013 unless Congress acts sooner). If your net worth is under this threshold,
Estate Planning Isn’t Just About Taxes Read More »
You haven’t reviewed your estate plan since. . . . . ? You need to update your plan if: 1. Your net worth or the value of certain assets substantially
7 Reasons to review your estate plan Read More »
One notable change to estate tax law from last year’s Tax Relief act is the “portability” of gift and estate tax exemptions. For the first time, when one spouse dies,
Why the Value of Exemption Portability is Limited Read More »
With the gift and estate tax exemptions currently at $5 million ($10 million for married couples), you might think that estate valuations are less important. But even if you believe
Estate Planning Red Flag: You don’t know the value of your assets Read More »
The selection of a guardian can have a profound impact on a child, so it’s important to choose carefully. If a person is hesitant to name a guardian for his
10 Tips for Choosing a Guardian Read More »
We realize our clients’ estate plans are not just about financial matters, but also about our clients’ life objectives for themselves and their families. We understand that estate plans are
Estate Planning: Your Family, Your Wealth, Your Legacy Read More »
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