Latest Blog Posts

Don’t Make the Same Mistakes You’ve Seen in the Headlines

Posted on: June 29th, 2011
Now is the time to update your existing estate plan, or proceed with implementing a comprehensive estate plan. Why? First, we now know with certainty that the federal estate tax is not going away, and thus we should establish a plan that avoids or at least minimizes this voluntary tax....

Make the Ask

Posted on: June 16th, 2011
Your estate planning clients are also prospects for charitable giving. Some clients come in, motivated to include some charitable giving in their planning. Many, though, would make charitable gifts if only asked....

The Power of Trusts

Posted on: May 26th, 2011
Estate planning is all about helping our clients achieve what they really want. What do our clients want? They have many common goals....

Highlights of the New Estate Tax Legislation

Posted on: January 21st, 2011
On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Tax Act”). In a nutshell, it did five things: extended current unemployment benefits to 99 weeks, extended current income tax rates (the Bush tax cuts) for alltaxpayers for two more years, made significant changes to the estate tax applicable to those dying in 2010, 2011, or 2012, modified the gift tax for 2011 and 2012, and modified the Generation Skipping Transfer Tax for 2010, 2011, and 2012....
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