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Home
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Estate Planning
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Planning Your Estate
Planning Your Estate
7 Key Steps To Create A Good Estate Plan
May 21, 2019
Estate planning is a wise thing to do to ensure that your family and loved ones are safe and at the same time save them from unnecessary...
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How Does An Attorney Charge For Estate Planning?
Apr 08, 2019
End-of-life planning isn’t easy, but it is critical. You may find it difficult to confront your mortality, but proper estate planning...
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Draconian State Estate Tax Rules Drive Migration
Apr 04, 2014
By Justin Stoltzfus March 20, 2014 Even with a lot of advice from financial advisors, and some considerable work on protecting capital...
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Estate Planners and New Tax Rules: Changes to Know About in 2014
Apr 04, 2014
By James O'Brien. If you meet the threshold for?estate taxes, think of 2014 as a landmark year in your planning. The rules surrounding...
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Top Ten Estate Planning Goofs
Feb 24, 2014
When beginning to plan for leaving their property to heirs, people are confronted and frightened by the high estate tax rates and rush to...
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So You Don't Have An Estate Plan? That Could Be Costly
Feb 24, 2014
Just what is an estate plan? A basic estate plan is comprised of a trust, will, durable power of attorney (for management of property...
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Important Legal Documents
Feb 24, 2014
You may be one of many worried about the financial issues of mental incompetence, obligations of caring for a disabled relative, or...
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Hedge Funds Cut 2 and 20 Pricing
Feb 24, 2014
By Justin Stoltzfus January 7, 2014 Hot news from the finance industry shows that the monolithic fee structures of large hedge funds...
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Yours, Mine, and Ours: Estate Planning for Today's Blended Family
Feb 24, 2014
In a "traditional" estate plan, each spouse provides for his or her assets (or most of the assets) to pass to the surviving spouse, with...
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Letter of Instruction
Feb 24, 2014
I realize death is not anyone's favorite subject, especially when considering your own! While you are planning for the future of your...
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Estate Planning ? A Gift for Your Heirs
Feb 24, 2014
With the holidays, generosity blooms. Despite the commercial din, we take joy in giving gifts, and our hearts and minds become attuned to...
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Putting Your Final Affairs in Order
Feb 24, 2014
In the event of your death, have you considered the choices that must be made concerning your final affairs? How can you ensure that these...
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Estate Planning
Feb 24, 2014
As it has often been said, two things in life are certain: death and taxes. Estate planning is the art of ensuring that one doesn't cause...
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Consider an Estate-Planning Checklist
Feb 24, 2014
If you have got some years to go until retirement, you may think it's too early to think about estate planning. But no one can foretell the...
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Dealing with Asset Basis
Feb 03, 2014
Deciding whether you should give a significant asset to an heir during your life or after your death has typically involved weighing...
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Getting Organized for Heirs
Feb 03, 2014
Even if you have a formal estate plan, organizing your personal paperwork and informing heirs of basic decisions will make it easier for...
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