Latest Blog Posts

Who will speak for you?

Posted on: April 16th, 2013
Who will speak for you when you can’t speak for yourself? Today is National Healthcare Decisions Day, a day when public and private agencies across the United States and Canada address this question. ...

The Importance of Being Funded

Posted on: April 10th, 2013
It may seem that that we spend a lot of time harping on how important it is to have your assets titled in your trust. We do, because that is the single most common “complication” we encounter in the trust administration process....

Life Insurance Policies – Hold or Fold?

Posted on: March 29th, 2013
Many of our clients have life insurance policies purchased with the intention of providing the liquidity necessary to cover estate taxes when they die. With the $5,250,000 exemption for estate taxes, we’ve been getting calls about the advisability of cashing in these policies now. The answer varies depending on individual circumstances....

Faith and Estate Planning

Posted on: March 20th, 2013
For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this....

Charitable Contributions from IRAs

Posted on: January 22nd, 2013
Here are two ways you may be able to lower Your 2012 Taxes – but you must act now!...
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