by Christine | Sep 6, 2012 | Estate Planning, Marriage, Retirement |
For couples over the age of 60, cohabitation is becoming increasingly common, even when the partners would prefer to get hitched — a decision that's often financially driven. "This is absolutely a growing trend." Marriage is a big decision, whether...
by Christine | Sep 5, 2012 | Estate Planning, Trusts |
Can you force a grandchild to take a drug test in order to receive an inheritance? Insist your heirs use trust funds only for tuition at your alma mater? Make sure your wife's future husbands can't run through money you worked hard to earn? In many cases, the...
by Christine | Sep 4, 2012 | Estate Planning, Family Business, Small Business, Succession Planning |
There are a number of reasons you might want to put your name on your business. But before you launch your eponymous company, project yourself into the future—the very reason you’ve chosen to name your company after yourself may be the reason you...
by Christine | Aug 30, 2012 | Estate Planning, Estate Tax, Portability |
The Internal Revenue Service in June issued guidance for an estate-tax law Congress passed late in 2010. The IRS recently issued new guidance on an important estate tax issue for married couples regarding the portability of individual estate tax exemption between...
by Christine | Aug 29, 2012 | Elder Law, Estate Planning, Marriage, Wills |
Nearly 2.5 million Americans die each year, and many haven’t signed the basic documents needed to protect loved ones. But let’s say you took this important step. How often do you need to revisit your estate plan? Estate planning is not a single event, but rather a...
by Christine | Aug 28, 2012 | Elder Law, Estate Planning |
Parents, it's time to be an adult when it comes to talking to your kids about your late-in-life planning. At the core of proper planning is the understanding that there’s simply no time like the present; it’s the only time to ensure the future, to make your...
