Make Sure Your Beneficiary Designations Match Your Estate Plan
Who Makes Health Care Decisions If You Can’t?
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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...
The 6 Biggest Estate Planning Mistakes
While you likely have the best of intentions regarding how you want your estate distributed when ...
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...
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...
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...
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...
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children or grandchildren, but naming a minor as a...