When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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The “Permanence” of PortabilityThe "Permanence" of Portability It certainly is possible that a future Congress could modify today's laws or even ... Estate Planning
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IRAs Targeted in Obama BudgetPresident Obama's budget, just sent to Congress, proposes to cap tax-advantaged savings across all accounts at $3 million in ... Estate Planning
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When HIPAA HappensPrivacy deserves to be respected and preserved. But HIPAA [the Health Insurance Portability and Accountability Act, 1997] ... Elder Law
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The Power of a Power of AttorneyIf you are elderly, or your parents are elderly and you help them with their finances, you should consider getting a Power or ... Estate Planning
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To Prenup, or Not to Prenup?I see just as many women seeking prenuptial agreements these days as men. I suggest a prenup for those who have sizeable ... asset protection
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Artful Estate Planning Critical for Family Art Collectionsf a family wants to hold on to artwork that has been collected over a lifetime, there can be a significant liquidity problem ... Liquid Assets
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The Gift that Keeps on Giving?In the countdown to April 15, many people rushing to prepare their individual income tax returns will overlook another key ... Estate Tax
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Estate Mediation – Can’t We All Get Along?Mediation-a way of settling disputes before they escalate into litigation-has grown increasingly popular in the trusts and ... Estate Planning
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Power of Attorney – Power to Steal?It's a standard part of estate planning. It's also, according to experts on elder fraud, a license to steal. It's the power ... Elder Law
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The “Conversation”: Have You Discussed Your End-Of-Life Wishes?If you are old enough to be reading this, you should discuss end-of-life issues with family members and prepare your own ...
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Later-In-Life Marriage ChallengeWhile love may have felt simple for the two 54-year-olds, the financial part of their relationship was less cut and dried. ... Estate Planning
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The Basis for the Basis of Inherited StockI just inherited some stock from my uncle, and I know that he bought the stock for more than the present cost. Should I find ... Inheritance