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Share Your Estate Plan Now to Protect Your Family When You Are Gone

Estate planning clients, typically those nearing or beyond retirement, often ask what kind of information they should share during their life with the beneficiaries of their estate.

Posted on: December 27, 2019

Special Needs Planning is a Lifelong Event

Linda Smyth has spent more than 20 years fighting her way through a complicated maze of paperwork, assessments and denials in the attempt to secure services for her son, who is on the autism spectrum.

Posted on: December 26, 2019

Holiday Gatherings Often Reveal Changes in Aging Family Members

It’s a common occurrence. Far flung family members return home to visit elderly relatives for the holidays. Upon arrival, they notice that things seem … off.

Posted on: December 25, 2019

What Do I Need to Know About Owning Property with Someone Other than My Spouse?

It's very common for spouses to title property they own together as ‘joint with right of survivorship.’ When one passes, the other owns the property outright. It’s simple, easy and automatic. However, it can get messy when the other joint owner isn’t your spouse.

Posted on: December 24, 2019

Sometimes, Estate Tax Planning Can be a Challenge, Even for a Judge

A judge said he remains unsure how to rule following a four-day trial, in which the IRS accused a taxpayer of using life insurance policies to avoid estate taxes.

Posted on: December 23, 2019

Tips for Choosing a Fiduciary

Being a fiduciary is a time-intensive and intellectually challenging task to put upon an individual.

Posted on: December 20, 2019

Three Decades of Inheritances for Boomers

The rich aren't just getting richer. They're also getting older. Fortunately for their children, they're set to leave plenty of money in the bank.

Posted on: December 19, 2019

What Does Portability Mean, and How Do I Use It?

Portability first emerged as an estate planning strategy in 2011 and 2012 from the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. It was made permanent by the American Taxpayer Relief Act of 2012.

Posted on: December 18, 2019