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Latest Blog Posts

What the 2015 Inflation Adjustments for the Estate Tax Exemption and Trust Income Tax Brackets Mean for You

Posted on: January 13th, 2015
The Internal Revenue Service has released the official inflation adjustments that will affect 2015 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. ...

How To Choose a Trustee

Posted on: October 30th, 2013
When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs--collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records and generally keep things organized and in good order....

Estate Planning for Unmarried Partners Part One: Planning for After Death

Posted on: July 2nd, 2013
Estate planning is creating a set of instructions that specify how property is handled after death, and how property and health care decisions are handled during a period of incapacity. Proper estate planning is important for everyone. But for unmarried partners--opposite sex or same sex--it is critical. Part One of this two-part article will address some issues for unmarried partners to consider for after-death estate planning....

The Value of Having a "Plan" in Estate Planning

Posted on: June 13th, 2013
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more about family and values, and it becomes a process instead of a transaction. ...

Estate Planning for Young Families

Posted on: June 13th, 2013
Many young families put off estate planning because they are young and healthy, or because they don't think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family is young, planning for the possibility is prudent and responsible. Also, estate planning does not have to be expensive; a young family can start with the essential legal documents and term life insurance, then update and upgrade as their financial situation improves....

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

Posted on: April 17th, 2013
(For IRAs and Other Tax-Deferred Retirement Accounts) Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible, pay the least amount in income taxes and get the maximum stretch-out. Required distributions after the owner dies will be based on the new beneficiary's age and life expectancy, so the younger the beneficiary (like a child or grandchild), the longer the stretch out....
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