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The Key Factors to Understanding Estate Planning

It’s a common misconception that estate planning is only for the wealthy, but in the eyes of the law, an estate is simply the aggregate of property an individual owns, and most everyone owns something. Property ownership includes individual as well… Read More
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Your Estate Plan Needs a Checkup!

Were your documents signed in the 80s or 90s, or the early 2000s?  If so, your documents are likely terribly out of date. Federal estate taxes, gift taxes, and generation-skipping transfer taxes went through major changes during these years.   Read More
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Transfer On Death or Payable On Death Accounts: Pros and Cons

Transfer on death or payable on death accounts sound great at first glance - exactly because they are so easy to set up. However, there may be problems ahead for your beneficiaries if their circumstances change in any way. Read More
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