Latest Blog Posts

Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good intentions and poor planning often have unintended results. ...

As most people are aware by now, on January 1, 2013, the United States Congress passed a bill that allegedly keeps us all from falling off the proverbial “fiscal cliff”. The new law made some permanent changes to estate and gift taxation that has been eagerly awaited by estate tax attorneys and clients. Here is a brief summary of the key points you need to know about the new law....

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....

Most parents want to treat their children fairly in their estate planning, and many assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider....

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. ...

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