Latest Blog Posts

How Can I Care For My Parents In My Estate Plan?

Posted on: October 18th, 2013
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to both your parents (now or in the future) and your children. This should change the way you think about estate planning--instead of the traditional approach of how to leave assets to your children and future generations, you may also need to include providing for the previous generation (your parents)....

What Is The Best Way To Leave An Inheritance For My Young Children?

Posted on: June 3rd, 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 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. ...
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