Estate Planning

Estate Planning in 2013 and Beyond under the New Tax Law

Posted on: January 17th, 2013
The recent tax legislation dealing with the “fiscal cliff” included significant revisions to the estate tax law that will affect estate planning for the foreseeable future. These revisions include: * The federal gift, estate and generation-skipping...

Time is Running Out to Save Unprecedented Amounts in Taxes

Posted on: October 23rd, 2012
For the rest of 2012, every American can transfer up to $5.12 million free of federal gift, estate and generation-skipping transfer tax—and estate planners are doing everything they can to motivate their clients to take advantage of this unprecedented opportunity. ...

2012 Resolutions

Posted on: February 24th, 2012
As 2012 approaches it's time again for New Year's resolutions. According to Forbes, there are 12 resolutions we should all make and planning your estate is number two:...

Create Successful Wealth Transfers With Open Communication

Posted on: February 24th, 2012

College Savings Plans

Posted on: February 7th, 2012
With higher education costs outpacing inflation by 5-6% per year, and the average cost of a four-year public school at nearly $20,000 per year (double that for private schools) it's no surprise that many parents and grandparents are deeply concerned about how they will pay for higher education....
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