Estate Planning Blog

April 4, 2017

Why You Should Get Your Kids an Estate Plan

We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan.  And you are probably not thinking about one for […]
March 25, 2017

Think Your 401(k) Is Flexible? 6 IRA Benefits Your 401(k) Doesn’t Have

When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a 401(k). IRAs […]
March 10, 2017

Planning for the Care of Your Pet: How to Include Your Pet in Your Estate Plan

If your pet is beloved as a family member, you likely want to ensure that he or she will be well cared for in the event […]
March 4, 2017

Estate Taxes in Trump’s America

Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his intention to repeal the estate tax. For some […]
February 27, 2017

Estate Planning Lessons From ‘Manchester by the Sea’

A friend recommended that my wife and I watch “Manchester by the Sea” so, of course, it somewhat took an act of God to find night […]
February 24, 2017

Estate Planning Essentials for Parents

A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of […]
February 17, 2017

Doing Your Homework: How to Maximize Your Home Office Deduction

If you work from home, you may be eligible for tax deductions on part of the rent or mortgage payments you make, but you may be […]
February 14, 2017

Estate Planning Considerations for Non-U.S. Citizens

  There are many reasons why people do estate planning. The most common reason is to avoid probate and to make sure your assets go to […]

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