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Blogs

Latest Blog Posts

WHO SHOULD BE SUCCESSOR TRUSTEE - CONSIDER CORPORATE

Posted on: February 7th, 2012
Deciding who will be the Trustee of your trust following your incapacity or death is often the most difficult decision you need to make when creating your estate plan....

2012 Resolutions

Posted on: February 7th, 2012
As 2012 approaches it's time again for New Year's resolutions. According to Forbes, there are 12 resolutions we should all make ' and 'plan your estate' is number two...

2012 Exemption Amount Change

Posted on: November 1st, 2011
The IRS announced that the Estate Tax Exemption will increase next year....

Are AB Trusts Still the Right Choice?

Posted on: October 26th, 2011
A common estate plan for a married couple is an AB Trust....

2011 Update on Estate Taxes

Posted on: October 26th, 2011
On December 17, 2010 President Obama signed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the "Act"). ...

Client Letter re: 2010 Estate Tax Confusion

Posted on: April 5th, 2010
For married couples, many estate plans divide the estate of the first spouse to die into two broad portions. ...
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