Leaving a Legacy With an Ethical Will

If you had one week left to live, what would you want to make sure your family members knew and... Read More

Have an IRA? Consider a Charitable Rollover

If you have a traditional IRA and you’re over age 70 ½, you know that there’s a minimum amount you’re... Read More

While the federal government does impose a gift tax, not every gift is taxable. There are a number of exclusions... Read More

If your husband or wife survives you, and you have funds in a 401(k), can you disinherit him or her... Read More

Most of us, at one point or another, have thought, “I could write a book…” And the truth is, we... Read More

Estate planning involves a number of strategies for protecting yourself and your loved ones. Have you taken advantage of these... Read More

How do you think your children will spend their inheritances? Recently, I read about a mother in England who left... Read More

Choosing someone to serve as your attorney-in-fact (also called your agent) pursuant to your Power of Attorney can be a... Read More

Not too long ago, a blog post caught my attention. It’s entitled Estate Planning So Your Executor Doesn’t Desecrate Your... Read More

So much of planning for retirement is focused on the financial, and for good reason: Americans are living longer than... Read More

An estate planning attorney’s office is the last place you’ll find most college kids, but when your child turns 18,... Read More

Junk mail – when it’s addressed to you, it’s merely an annoying waste of paper. However, it can be incredibly... Read More