Latest Blog Posts

The Advisory Team Approach to Estate Planning

Posted on: February 4th, 2013
Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor. Properly done, estate planning encompasses at least the legal and financial elements, but it may include more, as estate planning often points out the need to plan in other areas....

Estate Planning in 2013 and Beyond under the New Tax Law

Posted on: January 28th, 2013
The recent tax legislation dealing with the 'fiscal cliff' included significant revisions to the estate tax law that will affect estate planning for the foreseeable future....

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....