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Latest Blog Posts

Paying for College . . . and accomplishing estate planning too

Posted on: January 30th, 2013
With higher education costs outpacing inflation by 5-6% per year, and the average cost of a four-year public school at nearly $20,000 per year (double that for private schools) it’s no surprise that many parents and grandparents are deeply concerned about how they will pay for higher education....

Young Adults Need Estate Planning, Too

Posted on: January 17th, 2013
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student's grades without his/her permission can be mildly frustrating. But a medical emergency can take this frustration to a completely different level....

What and When Should You Tell Your Children About Their Inheritance?

Posted on: January 14th, 2013
Not many parents like to talk to their children about their wealth. How much money people have is usually considered a private matter, something it's not polite to talk about. But not talking to children about how much they may inherit can leave them unprepared to handle even a modest amount....

Estate Planning in 2013 and Beyond under the New Tax Law

Posted on: January 9th, 2013
The recent tax legislation dealing with the "fiscal cliff" included significant revisions to the estate tax law that will affect estate planning for the foreseeable future....

Estate Planning for Young Families

Posted on: January 3rd, 2013

Four More Common Estate Planning Mistakes

Posted on: August 8th, 2012
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track....
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