Does the Person I Name as My Children’s Guardian Also Have to Control Their Inheritances?

May 6, 2011 - Andrew Smith

Parents with young children have quite a few difficult decisions to make when it comes to estate planning. Not only... Read More

Estate Planning

Did You Know? Not All Gifts to a Spouse are Tax-Free

May 4, 2011 - Andrew Smith

The general rule when it comes to the federal gift tax is that gifts from one spouse to another are... Read More

Taxes

May 2, 2011 - Andrew Smith

When the time comes for a living trust to be administered, it’s pretty common for people to find themselves in... Read More

Wills and Trusts

April 29, 2011 - Andrew Smith

Elderly people are uniquely vulnerable to financial abuse for a number of reasons. For instance, elderly people tend to have... Read More

Elder Law

April 27, 2011 - Andrew Smith

There are certain life events that call for a review of your will, and moving to a new state is... Read More

Estate Planning

April 25, 2011 - Andrew Smith

Planning for retirement is no simple task. In addition to figuring out how much you’ll need to live on and... Read More

Retirement Planning

April 22, 2011 - Andrew Smith

A Power of Attorney, like a Trust, does not need to be registered or recorded in the public records in... Read More

Incapacity Planning

April 20, 2011 - Andrew Smith

Someone close to you has just passed away. It’s up to you to plan the funeral, and along with the... Read More

Estate Planning

April 18, 2011 - Andrew Smith

Who gets to decide where a deceased person is buried? This is a question highlighted in a recent Florida Times-Union... Read More

Estate Planning

April 15, 2011 - Andrew Smith

This tax season, there’s a new way to track your tax refund. The IRS has launched IRS2Go, a free mobile... Read More

Taxes

April 13, 2011 - Andrew Smith

When you leave your 401(k) to a designated beneficiary, the money that beneficiary withdraws from your plan is counted as... Read More

Estate Planning

April 11, 2011 - Andrew Smith

Everyone knows that when you pass away, those you’ve named in your Will or Trust stand to inherit your possessions.... Read More

Estate Planning