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Living in a Digital World
Do you have an e-mail account? Do you participate in Facebook or other Social Networking sites? Do you do any of your banking, bill paying or investing online? If you answered yes to any of these questions then you might want to think about this next question… what will happen to all of your online […]
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The Uncertain Future of the Estate Tax Law
The question on every estate planning attorney’s mind (and on the minds of our clients) is what will happen to the estate tax next year? There is less than a week left before the estate tax expires, and I have lost hope that our representatives in Washington will actually reach a resolution before the […]
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Don’t Take That IRA Withdrawal Yet! New Options for Seniors in 2009
During our seminars this year, I’ve reminded the audience that if you are a senior 70 ½ or older who owns an IRA we have good news for you. Last year Congress approved legislation that waives the minimum withdrawal requirement for seniors in 2009. This leaves seniors with more options than usual regarding their IRAs. […]
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The Intersection of Family and Finances
Forget silver, china, or linens; the best gift you can give a newly married couple is an estate plan! This is especially true if the marriage is a second marriage for either of them. Marrying a person means marrying their financial issues as well; this may include children or responsibilities from a previous marriage, a […]
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Keeping Financial Stability After the Loss of Your Spouse
Losing a spouse is one of the most difficult experiences life has to offer. Even continuing to take one day at a time seems almost impossible when you’ve lost your partner, your mate, the love of your life. Many people who have lost a spouse describe feeling as though the rug has been pulled out […]
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Family Gatherings Provide Opportunity for Important Conversations
The anticipated upcoming changes to estate tax laws have many people thinking that now is not the ideal time to create an estate plan; however, now is the best time to talk about estate planning with your family and loved ones. The winter holidays are coming up soon, a time for coming together and spending […]
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Does Joint Tenancy Replace a Will?
This is a topic I frequently cover in my monthly estate planning presentations. Many people think that owning property in joint tenancy means they don’t have to create a will or estate plan. Why bother with a will when all the property is going to your joint tenancy partner anyway? In fact (some people may […]
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Finding the Right Guide to Help You Navigate Rough Financial Waters
Whether you’re just starting out on your own at the age of 18, or a 65 year old thinking about retirement, or anything in between, financial planning is essential. When most people think about financial planning they think about saving and investing, but a financial plan encompasses much more than that; it includes planning for […]
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So Happy Together…
Many of our clients come to our firm not just for an estate plan, but as part of a larger goal to get serious about their finances and protect their assets and family. An estate plan is a HUGE step toward that goal, but it is only one step. Other steps include being proactive about […]
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Talking Taxes Now Brings Big Savings Next April
Everyone knows that March and April are tax season, when everybody scrambles to get their taxes done, mailed off, and out of mind for the rest of the year; but according to this article from Reuters the taxes you pay in April can be significantly lower if you take the time to think about them […]
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