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A hot topic among our clients is the proposed amendment to the Federal Lifetime Gift & Estate Tax Exclusion and how it may affect their

This year, we are getting the word out there about the Life Care Planning we offer that involves a licensed social worker to act as

This question is by far the most asked question that we receive in our office. However, there is absolutely no standard or right answer for

I essentially work with the executor/administrator/trustee and help them manage the assets and expenses of the decedent.  It’s like taking over a person’s financial life

This is a statement that we hear on a regular basis in our office when we talk about aging and potentially needing assistance for our

It is important to understand that a trustee is a fiduciary and is held to a higher standard of duty.  It is imperative as a

It is very rare for us to assist a family with their estate planning that we are not asked from the parents whether or not

Financial Planning’s recent article, “Save clients from tax pitfalls, family strife when passing on that lake cabin,” says that a parents’ well-meaning bequest could wind

Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of

“If you don’t want money you’ve worked hard for to pass down to your son’s or daughter’s ex, then consider a trust.” The federal estate

“Most people don’t want to be a burden on their family or children. One of the best things you can do to accomplish this goal,

“Although these are just two of the misconceptions regarding wills, they take on special significance because they relate to some of the most important assets