Latest Blog Posts

Charitable Giving: The Magic Words

Posted on: December 13th, 2012
Failure to provide a contemporaneous receipt with the “magic words” may mean that the IRS will disallow the charitable deduction! ...

Planning for Life (Insurance)

Posted on: November 8th, 2012
Life insurance can be an affordable way to provide for our children, spouse, aging parents and others if we should die while they are depending on us. Life insurance proceeds can provide extra income to help pay ongoing household bills and child care; pay off a mortgage, credit cards and other debt; pay for college; and pay funeral costs and other final expenses. Life insurance also plays a vital role in business succession planning and it has numerous applications in estate planning. ...

Guardians for the Future

Posted on: October 4th, 2012
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. ...

Estate Planning for Women

Posted on: September 28th, 2012
While estate planning is important for everyone, women especially need to understand estate planning and have a plan of their own in place. Here are some issues that are of particular interest to women and their estate planning. ...

Gifts in 2012

Posted on: September 20th, 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. ...
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