Who Makes Health Care Decisions If You Can’t?
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Make Sure Your Beneficiary Designations Match Your Estate Plan
The 6 Biggest Estate Planning Mistakes
While you likely have the best of intentions regarding how you want your estate distributed when ...
Decisions to Make for Your Power of Attorney
A power of attorney may seem like a simple document, but there are several important decisions th...
Are There Special Tax Rules for a Gift or Inheritance from a Foreign National?
If you have close relatives who are citizens of......
Make Sure Your Estate Plan and Other Essential Documents Are Safe from Disasters
In the event you lose your house in a natural disaster or through another calamity, it is importa...
Don’t Just Hope for an Inheritance; Get It in Writing
It is important to get any agreements about inheritance in writing. Providing services to someon...
New Tax Proposals Mean Some Should Review Their Estate Plans
A number of tax proposals being considered in Congress could significantly affect gifting and es...
Preserving the Family Vacation Home for Generations to Come
Summer is winding down and if you are one of the lucky ones, you got to spend some time at a fami...
How to Protect an IRA From Heirs’ Creditors
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets th...
