News & Resources

Are You in Control of Your Life Choices?

It is a common misconception that only the very wealthy need an estate plan. But the reality is most people can benefit from one. It puts you in control of what happens not only after death, but also during your life if you become incapacitated. With an Estate Plan You choose who acts on your behalf when you are unable You make decisions regarding life support You choose who makes medical decisions You choose how […]

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Have a Disabled Family Member? Consider a Special Needs Trust

If your family includes someone with a disability who qualifies for government benefits such as Medicaid or SSI, you may want to consider a special needs trust as a part of your estate plan. The government typically only provides for essential needs, so your loved one receiving these benefits is likely to be at or even below the poverty level. Some of our clients supplement what the government provides through gifts, payments of rent, etc., […]

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Attention Entrepreneurs: Your Estate Plan May Be Outdated

Nine out of ten successful entrepreneurs have an estate plan, according to a recent survey. Unfortunately, 85% of those estate plans are over five years old. Due to changing tax laws, that means most of these entrepreneurs have estate plans that are out of date. That could mean missed tax savings or unforeseen tax liabilities.  To ensure you are not one of those nine entrepreneurs, we recommend scheduling an estate planning conference with our office. […]

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Who Should Receive a Copy of My Estate Plan?

After clients have executed all their estate planning documents, a couple of the most common questions we receive are: “Where do I keep them?” and “Should I give a copy of all of this to my family?” These seem like innocuous questions, but there are important issues to consider. Where do I keep my estate planning documents? When you leave our office after signing your documents, you will have a folder containing two originals of […]

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IRS Provides Help for Those Impacted by Hurricane Irma

As we work to recover from Hurricane Irma, the IRS and Congress have provided some help in the form of extensions for filing returns and paying taxes as well as significant tax relief measures that recently became law. Among other things, these provisions include: New employment-related tax credits, Increased and more widely available tax deductions for personal casualty losses, Favorable changes to the rules regarding early withdrawals from retirement plans, An increase in the amount […]

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What to Expect in Your Estate Planning Meeting

Okay, you’ve taken the big step and made an appointment for a free consultation with us. What should you be prepared to discuss when we meet? First, we will ask you some basic information about your assets, liabilities, and family. We are not being nosey. This information will help us make a recommendation. For example, we’ll need to ascertain: Whether you might be subject to federal or state inheritance taxes; How much of your estate […]

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