Latest Blog Posts

How Can I Incorporate My Faith Into My Estate Plan?

Posted on: February 13th, 2013
For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this....

We Have A Young Family, Do We Need Estate Planning?

Posted on: January 14th, 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......

I Have An Inherited IRA, What Do I Do With It?

Posted on: January 7th, 2013
A surviving spouse who inherits an IRA from his/her spouse can roll it into a new IRA or merge it with his/her own IRA. In either case, the account can continue to grow tax-deferred and the surviving spouse can continue to make contributions until he/she ...

What Do The New Tax Laws Mean For Me?

Posted on: January 7th, 2013
Here is a good summary of the recent estate and gift tax changes voted into law last week. ...

How Do I Get My Financial Affairs In Order?

Posted on: January 7th, 2013
Clients often tell me they are wanting to “get their affiars in order” so their spouse or children do not have to worry about it later....

We Have a Blended Family, What Do We Need To Consider When It Comes To Estate Planning?

Posted on: November 26th, 2012
Blended families face some interesting challenges when it comes to estate planning. Often, the parents have a hard time deciding to how to provide for their “new” family while still providing for their own children. This week, I want to show some common scenarios that blended families often face....
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