Blog
Rise of the Super Rich
More and more Americans are amassing large fortunes. That means that more…
Guardianship Abuse Leads to Calls for Reform
The growing problem of adult guardianship abuse is giving rise to calls…
Estate Tax Discounts Likely to Change for Family-Owned Businesses
Family business owners may want to revisit their estate plan and consider…
Medicare Now Covers Conversations About End-of-Life Care
Did you know that 40 percent of people over age 65 haven’t…
Over $1.1 Million Preserved by ‘Spendthrift Trust Provision’
Spendthrift trusts are commonly used to protect a family’s assets. Below is…
8 Things You Need to Know if You’re an Agent Under a Power of Attorney
If someone has named you as an agent under a durable power…
Why You May Need an Irrevocable Life Insurance Trust (ILIT)
Although life insurance proceeds may be tax free for income purposes, they…
How to Save on Taxes with Charitable IRA Distributions
Congress has revived a law that lets you make charitable donations directly…
Estate Planning May be Harder for Couples Without Children
You might think that estate planning would be easy when couples don’t…