After a long, cold winter, many of us—from the young and to the more mature—are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling...
The Deceased Spouse’s Unused Exemption Amount: a Spouse’s Final Gift
Spouses often work together to build wealth for themselves and their children. Congress recognized this by enacting the gift and estate tax portability election as part of the 2010 Taxpayer Relief, Unemployment Insurance Re-authorization, and Job Creation Act...
Different Types of Charitable Giving
The end of the year is a great time for you to think about donating to charity. While most people think of donating cash or financial accounts, donating property can be advantageous as well.
Cars
Have You Made New Year’s Resolutions?
A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to lose weight, spend more time with friends and family, eat healthier, learn a new...
Unique Gift Ideas That Benefit You Too
You may associate the month of December with giving holiday gifts, but it is also a great time for you to think about the valuable estate planning opportunity presented by year-end gift giving. Learn about several advantageous...
What Happens When Spouses Work Together and Get Divorced?
We spend so much of our lives working, it is understandable that many of us end in relationships with co-workers. In fact, CareerBuilder.com reports that 39% of people end up dating a co-worker and 30% of those people end up marrying...
Why you need an attorney for your family law case
It can be tempting to handle a family law case on your own. After all, you're familiar with the facts and have a personal interest in the outcome. Aside from the stress, time, and emotions involved, there are some concrete reasons...
Tips to Defeat the New Bogeyman: Inflation
Surviving High Inflation
With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some level of distress as you watch the steady decline in your purchasing power, you do not...
Will Your Trusted Decision maker Be a Hero or Villain?
Failing to Appoint Trusted Decision Makers
While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror films ever, I Care a Lot is the stuff of real-life nightmares. The movie I...
Is Your Estate Plan a Trick or Treat for Your Loved Ones?
What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan?
Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the dirtiest tricks that...