Latest Blog Posts

Four More Common Estate Planning Mistakes

Posted on: January 14th, 2013
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a plan in place....

5 Common Estate Planning Mistakes to Avoid

Posted on: January 7th, 2013
From time to time, it's good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act. So, here are five common estate planning mistakes to avoid....

New Taxes in 2013

Posted on: January 1st, 2013
Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013....

Time is Running Out to Save Unprecedented Amounts in Taxes

Posted on: December 17th, 2012
For the rest of 2012, every American can transfer up to $5.12 million free of federal gift, estate and generation-skipping transfer tax--and estate planners are doing everything they can to motivate their clients to take advantage of this unprecedented opportunity....

10 Things To Do Before the End of This Year

Posted on: December 6th, 2012
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012....

Taxes that will Effect Business Owners

Posted on: December 6th, 2012
There has been a lot of media coverage about the Bush tax cuts that are set to expire on December 31, 2012 and whether they will be extended for all taxpayers or if they will be discontinued for top earners. But not nearly as much has been said about the current estate and gift tax rates that are also due to expire on December 31....
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