Estate Planning

Estate Planning After Divorce

Posted on: July 15th, 2013
One area that is often overlooked in the divorce process is the need to update estate planning. Most people would agree that their ex-spouse is the last person they want to inherit their assets when they die--or to have that person make life and death decisions for them. But that is exactly what can happen - and often does - when these documents are not updated....

Young Adults Need Estate Planning, Too

Posted on: July 9th, 2013
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student's grades without his/her permission can be mildly frustrating. ...

Estate Planning for Young Families

Posted on: July 1st, 2013
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Naming A Guardian For Your Minor Children

Posted on: June 24th, 2013
Parents with minor children need to name someone to raise them (a guardian) in the event both parents should die before the child becomes an adult. While the likelihood of that actually happening is slim, the consequences of not naming a guardian are great....

Ensuring Income Tax Deferral for Retirement Plan Beneficiaries

Posted on: June 10th, 2013
Some of the most generous provisions of the tax code are those that permit beneficiaries of IRAs and other qualified retirement plans to defer income tax on the plans until time of withdrawal. This allows the IRA or qualified plan to grow significantly more than if it were subject to tax on gains each year. ...

The Value of Having a "Plan" in Estate Planning

Posted on: June 3rd, 2013
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more about family and values, and it becomes a process instead of a transaction....
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