Latest Blog Posts

Is a Payable on Death Account Right for You and Your Family?

Posted on: March 23rd, 2015
Payable on death accounts, or 'POD accounts' for short, have become popular for avoiding probate in the last decade or so....

Does Your Estate Plan Protect Your Adult Beneficiaries?

Posted on: March 17th, 2015
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates, discretionary lifetime trusts should be considered for all of your beneficiaries, minors and adults alike....

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

Posted on: March 11th, 2015
Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the use and benefit of your family....

Five Changes Proposed in President Obama’s 2016 Budget That Could Affect Your Effect Your Estate Plan

Posted on: March 2nd, 2015
The Obama administration recently released its budget proposal for the 2016 fiscal year. As in past years, this budget proposes changes to the laws governing federal estate, gift and generation-skipping transfer (GST) taxes. Several of these changes would raise revenue by limiting the tax benefits achieved by using certain estate planning techniques, while others would decrease exemptions and increase rates. In addition, the fifth proposal discussed below is a brand new one that has raised some eyebrows:...

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning

Posted on: February 22nd, 2015
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about having a plan in place to manage your affairs if you become mentally incapacitated during your life....

How to Choose the Right Agent for Your Incapacity Plan

Posted on: February 16th, 2015
A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens if you become mentally incapacitated....
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