Latest Blog Posts

What to do with Inherited IRAs

Posted on: November 15th, 2012
RAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner begins...

How Do I Make Sure My Business Entity Protects Me?

Posted on: July 23rd, 2012
Often when someone decides to start their own business one of their most important decisions is whether or not to create a business entity such as a Limited Liability Company (LLC), Corporation, or Limited Partnership (LP). ...

I Am A Business Owner, How Do I Transfer My Business To My Descendants?

Posted on: July 16th, 2012
For those of you who own a business, have you given any thought to how that business will be transferred to others in the future? How will you ’pass the baton’ to those who will carry it on after you retire?...

My Spouse (or Parent) Seems To Have Periods of Forgetfulness or Dementia, What Do I Need To Do?

Posted on: July 5th, 2012
Due to our aging population, more and more people are suffering from some level of forgetfulness or dementia. Often, there is not an actual diagnosis by a physician, but the spouse or child of the person begins to notice that their loved one may at times seem confused, or forget something that was once well known....

Can I Include Charitable Giving In My Estate Plan?

Posted on: June 27th, 2012
For many people, charitable giving is an important element of their overall estate plan and there are several different ways you can structure your plan to include charitable gifts....

I Own A Small Business, How Does That Impact My Estate Planning?

Posted on: June 25th, 2012
If you are a business owner then this valuable asset must be considered when it comes to your estate planning. Today we will take a look at Robert Client who is the sole owner of a business and help him determine what he needs to think about when it comes to his estate planning....
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