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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
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Jun
Planning for Disability
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we'll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of The Wealth Advisor examines the eye-opening...
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Jun
Who Should Be Your Successor Trustee?
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trust...
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Jun
Estate Planning for Unmarried Partners
Estate planning creates a set of instructions specifying how your property is handled after death. While important for everyone, estate planning is critical for unmarried partners-opposite sex or same sex. Avoid the State Default PlanIn a way, everyone has an estate plan...
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Jun
Sample Letter to the Family
We often encourage clients to write a letter of wishes or instruction to their family regarding their estate plan. Below is a sample: February 26, 2013 To J_______, S_____, S______, B_______, S__, J______, and our Trustees, It’s six years since we put our estate plan into place a...
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Jun
Estate Tax Update
On January 2, 2013 President Obama signed the American Taxpayer Relief Act (ATRA) into law. Many of the temporary provisions from prior tax acts were made permanent ending much confusion and speculation. Federal Estate, Gift and GST Taxes − The estate tax, gift tax and generation...
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Jun
Successful Estate Planning: A Six Step Process
STEP ONE: Define Your GoalsWhat do you want to happen to your assets in the event of your death or disability? If your beneficiaries predecease you, who are your alternate selections? How will your assets be distributed, and when will these distributions take place? Decisions on...
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Jun
Do you own a Gun?
Recent tragic events highlight the importance of maintaining a dialogue about the responsible, accountable and safe possession and transfer of firearms in our country. This is why it’s critically important for every law-abiding gun owner to stay abreast of all the complex and evo...
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Jun
Ten things to do before the end of 2012
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012. 1. Have your estate planning done. Set the end of the year as your deadline to finally get this completed. If yo...
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Jun
Business Succession
Have you been looking forward to the day you can retire, perhaps turn your business over to a son or daughter, or sell it? Even if you are not planning to stop working, you need to plan for the day you cannot run your business due to unforeseen illness or death. Most business own...
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Jun
Art and Collectibles in your Estate
I have collected art throughout my life; some of it is quite valuable. Is it included in my estate for tax purposes? Just like any other asset, art work or other collectibles are included in valuing your estate for estate tax purposes. The value that is included is the fair marke...
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