by Christine | Jan 3, 2012 | Estate Planning |
Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. The Ball has dropped and that means another year is upon us. Likely, you’ve made some New Year’s Resolutions. Hopefully,...
by Christine | Jan 3, 2012 | Estate Planning |
Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. The Ball has dropped and that means another year is upon us. Likely, you’ve made some New Year’s Resolutions. Hopefully,...
by Christine | Jan 2, 2012 | Estate Planning |
Did you get any exciting gifts this holiday season? What’s not so exciting are the tax implications that may come with them. We often get questions about those implications this time of year so let’s take a look at some of the most common tax myths about gifts....
by Christine | Jan 2, 2012 | Estate Planning |
Did you get any exciting gifts this holiday season? What’s not so exciting are the tax implications that may come with them. We often get questions about those implications this time of year so let’s take a look at some of the most common tax myths about gifts....
by Christine | Dec 29, 2011 | Estate Planning, Individual Retirement Accounts (IRA), Tax Planning |
If you needed a reminder of just how byzantine the rules are that govern inherited IRAs—and the importance of preparing your family for receiving such an account—the IRS just handed you one. Parents who have substantial assets in an IRA should plan ahead for how their...
by Christine | Dec 27, 2011 | Estate Planning, Guardianships |
Naming a guardian for a young child in a will can be one of the most important things a parent does. It can also be one of the hardest—in fact, many people don't make a will because they can't face the job. The Wall Street Journal typically focuses...
