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Greater Estate Planning Options Available to Same-Sex Married Couples

Last year’s landmark U.S. Supreme Court decision making same-sex marriage legal in all 50 states affects estate planning for many same-sex married couples. Now, like opposite-sex married couples, same-sex married […]

Moving Your Trust over the State Line May Produce Tax Savings

Individuals who have created multiple trusts in their estate plan that are subject to high state income taxes may recognize significant tax savings by moving those trusts to a state […]

Estate Planning Strategies for 2016 — Don’t Leave Well Enough Alone

Your estate plan is an organic document that needs to evolve as your life and family circumstances change, new laws take effect, and tax-saving opportunities present themselves.  Births, deaths, divorces, […]

Think Twice Before Naming a Minor as a Beneficiary

A common estate planning mistake is to designate a minor as beneficiary — or contingent beneficiary — of a life insurance policy or retirement plan. Insurance companies and financial institutions […]

A Helping Hand – Addressing Your Parents in Your Estate Plan

The “sandwich generation” – those who are caring for both their children and their parents at the same time – comprise a large segment of the population. As a result, […]

Buy-Sell Agreements to Protect Your Family

If you own an interest in a closely held business, it’s critical to have a well-designed, properly funded buy-sell agreement. It provides business owners and their families with valuable protection […]

Follow IRS Rules to Avoid Losing Some of Your 2015 Charitable Donation Deductions

Sharing your estate with charity by making donations during your life provides many benefits: You help your favorite organizations, reduce your taxable estate, and if handled properly, reduce your income […]

Direct Tuition Payments: An Attractive Option for Funding Your Grandchild’s College Education

Making direct tuition payments is just one strategy available for funding your grandchild’s college education while minimizing taxes. As the cost of a college education continues to soar, you can […]

Help Preserve Retirement Benefits Using Portability

Portability allows a surviving spouse to take advantage of a deceased spouse’s unused federal gift and estate tax exemption in several ways: