Blog
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…
Has Medicare Dropped Coverage of Your Drugs?
If you’re on a Medicare prescription drug plan then you may be…
Four Big Mistakes Executors Make
Executors have a tough and often thankless job. They have to marshal…
Do You Need an Estate Planning Attorney?
If you can do something by yourself without taking too much time…
Librarian Leaves Millions to University
Robert Morin loved books. It is believed that with only a few…
Moving an elderly relative? Think about state taxes
It’s a common scenario: An elderly relative is no longer able to…