Get Ready for Summer
This year is flying by! It’s already May and summer is right around the corner. In a few short weeks kids will be out of school and the...
top of page
Recent Blog Posts
Prince: No Will Now What
Prince’s death last week stands to make millionaires out of his six surviving siblings. That is, once the dust has settled. As of this...
Big Battles Over Little Things
People work their entire lives to create a nest egg and hopefully leave a lasting, positive legacy for their children and grandchildren....
Basics of "Basis"
"Basis" is an important income tax concept used to determine the amount of taxable income that results when you transfer an asset. The...
Tread Carefully: Naming Life Insurance Beneficiaries
Certain assets avoid probate because the owner of the asset is able to name beneficiaries who will receive the benefit at the owner’s...
The Beauty of a Roth IRA
Saving for retirement is a financial goal for most clients. Many of us are familiar with the terminology but aren’t quite sure what it...
Top 5 Reasons You Need and Estate Plan
There are a variety of reasons why it is good to have an estate plan. Here is a quick rundown of the top five reasons why I think it is...
Disclaimer Trusts Are Popular for a Reason
Disclaimer provisions provide flexibility by giving the surviving spouse the option to shift assets in response to changing estate tax...
Estate Tax in a Nutshell
The subject of estate taxation can be pretty tedious to most people. Here I will briefly explain three basic tax facts relating to estate...
Subscribe to My Blog!
bottom of page