by Christine | Feb 28, 2013 | Estate Planning, Pope, Succession Planning |
Pope Benedict, 85, is reportedly the first pope to retire in almost 600 years, which made his decision all the more momentous. But since the pope believed his health issues were impacting his job, the decision seems relatively clear-cut. For the growing number of...
by Christine | Feb 27, 2013 | Beneficiary, Beneficiary Forms, Wills |
Do you love your beneficiaries enough to take the time to check up on your beneficiary forms for your retirement accounts? You want to ensure the your plans are carried out for your loved ones when you are no longer here, and your will is the powerful tool you have...
by Christine | Feb 26, 2013 | Estate Law, Estate Planning, Executor |
It is important for an executor to pay close attention to detail and engage in a careful, deliberative process. And remember that the best advice will come from an experienced and knowledgeable estate planning attorney. Scenario: You’ve been named the executor...
by Christine | Feb 25, 2013 | Procrastination, Tax Return, Taxes |
The IRS still needs time to prepare dozens of other forms and software programs for new and retroactive tax exemptions, credits, and other provisions tucked into the fiscal cliff bill, passed by Congress and signed by President Obama in early January after months of...
by Christine | Feb 22, 2013 | Charitable Giving, Estate Planning, Family Foundation, Succession Planning |
One issue that some families have encountered is that the types of philanthropy favored by one generation may not be the ones favored by the next — something that could cause strife if not addressed. Ensuring continuity of both your family harmony and your family...
