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Trusts: An Attractive Estate Planning and Asset Management Alternative

Not Just a Tool For the Wealthy One common estate planning misconception about trusts is that they are instruments used by and designed only for wealthy folks. While commonly used by wealthy...

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Who Can Access Your Digital Accounts When You Die?

Have you ever wondered what will happen to your Facebook account or your Shutterfly photo album when you die? Perhaps you wrote a masterpiece novel that is saved in your Gmail account. Can your loved...

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The Flexibility of a Revocable Living Trust

Perhaps you’ve heard the term “revocable living trust.” Its ever-increasing popularity has made it a frequent topic of conversation among tax and estate planners. As daunting and complicated as the...

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Is a Living Will right for you?

A Wall Street Journal article discussed the often ineffective nature of a living will. A living will is a document that details your wishes for medical treatment and life-sustaining or prolonging...

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Taking Advantage of the Portability Rules for Estate-Tax Exemptions

Many people avoid the estate planning discussion for a variety of reasons—no one wants to think about dying, many are reluctant to analyze personal financials and assets, and with so many changes...

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Trusts: An Attractive Estate Planning and Asset Management Alternative

Not Just a Tool For the Wealthy One common estate planning misconception about trusts is that they are instruments used by and designed only for wealthy folks. While commonly used by wealthy...

View Article

Who Can Access Your Digital Accounts When You Die?

Have you ever wondered what will happen to your Facebook account or your Shutterfly photo album when you die? Perhaps you wrote a masterpiece novel that is saved in your Gmail account. Can your loved...

View Article

Is a Living Will right for you?

A Wall Street Journal article discussed the often ineffective nature of a living will. A living will is a document that details your wishes for medical treatment and life-sustaining or prolonging...

View Article


Taking Advantage of the Portability Rules for Estate-Tax Exemptions

Many people avoid the estate planning discussion for a variety of reasons—no one wants to think about dying, many are reluctant to analyze personal financials and assets, and with so many changes...

View Article


The Flexibility of a Revocable Living Trust

Perhaps you’ve heard the term “revocable living trust.” Its increasing popularity has made it a frequent topic of conversation among tax and estate planners. As daunting and complicated as the term may...

View Article
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