Estate Planning for the Single Person

> Every legal adult should ensure that his or her wishes are clearly stated in proper estate planning documents.   > Safety nets available to married individuals with children are not as reliable for single individuals.   > Failing to plan can burden loved...

Expensive Gaps in Estate Tax Planning

POWER POINTS > In an effective estate plan, both federal and state estate taxes must be considered. > Flexibility is essential to allow the trustee to maximize the available exemptions or defer estate tax liability for as long as possible. > Understanding the...

The Empty Trust

POWER POINTS > The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. > An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate....

Painless Estate Planning

Creating a responsible estate plan does not have to be as painful or difficult as many people believe. As a matter of fact, the whole process can be completed within a few weeks. More importantly, once it is complete, you will sleep better knowing that you are...