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Latest Blog Posts

How to Leave Assets to Minor Children

Posted on: April 16th, 2013
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good intentions and poor planning often have unintended results....

How to Leave Assets to Adult Children

Posted on: April 16th, 2013
When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn’t necessarily mean they should receive equal shares of the estate. For example, it may be desirable to give more to a child who is a teacher than to one who has a successful business, or to compensate a child who has been a primary caregiver....

Four Common Mistakes in Estate Planning

Posted on: August 13th, 2012
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a plan in place....

A New Tax Goes Into Effect on January 1

Posted on: July 6th, 2012
Now that the health care law has been declared constitutional, the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax, that will go into...

Estate Planning Today Must Include Digital Assets and Social Media

Posted on: June 28th, 2012
It wasn’t very long ago that we had only paper for financial and tax records. We could simply point to a file cabinet or drawer and tell someone, “Everything is in there when the time comes.” ...

Create successful wealth transfers with open communication

Posted on: February 7th, 2012
A recent Forbes article claims that '70% of intergenerational wealth transfers fail,...
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