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

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

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. While this will be

Here is a good summary of the recent estate and gift tax changes voted into law last week.

IRAs 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

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