When Is The Best Time For Estate Planning? Before Incapacity or Death!

When Is The Best Time For Estate Planning? Before Incapacity or Death!

People often ask us: “When is the best time for estate planning?” The best answer to that question is: Before you die, or become incapacitated! If you can tell me when you are going to die, I can tell you the ideal time to engage in the art and science of...

How to Protect Your Child’s Inheritance from An Untrustworthy Spouse

Parents who develop an estate plan often do so to provide for their heirs financially. They, like you, want to protect your child’s inheritance from an untrustworthy spouse. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses...

Life Events that Require a Review of Your Estate Planning

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated and upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates,...

Tis the Season . . . to Gift (or Not)

We have discussed the 2012 tax-saving opportunity quite a bit here lately.  You can read previous posts here and here.  This article continues our conversation by providing our clients and readers a number of factors to consider when deciding whether to gift or not to...

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