Some Tax Saving Strategies from the Wall Street Journal

Income, estate, and other federal tax levies have commonly been a bone of contention between those with different political ideologies; but the current conflict has reached unusual heights, with various million- and billionaires publicly expressing their views (pro or against) about current tax laws. Of course, million- or billionaires aren’t the only ones with strong… Read More »

Estate Planning for Beginners Part 4: Healthcare Documents

Thus far our “Estate Planning Basics” series has focused primarily on financial documents, but the documents pertaining to your health care are an equally important part of any estate plan. The most important healthcare document in your estate plan will be your healthcare directive. Depending on where you live, this document naming a healthcare agent… Read More »

Estate Planning for Beginners Part 3: Powers of Attorney

Once you are secure in the knowledge that you’ve provided for your family and ensured that your wishes for the distribution of your hard-earned fortune are clear, it’s time to take steps to ensure that YOU will be protected and financially secure during your lifetime. It is not uncommon for seniors to need help with… Read More »

Estate Planning for Beginners Part 1: Wills

Every new project has to begin somewhere, and most newcomers to estate planning choose to begin with a will. A will is the most well-known of all estate planning documents, it is generally the simplest and easiest to create (although some wills can be very lengthy and complex), and in most states a will can… Read More »

The Importance of Estate Planning for New Parents

News sources such as the Washington Post entertainment section promise that this summer will be flush with celebrity newborns and proud mamas and papas. Some of the stars expecting additions to their families include Natalie Portman, Kate Hudson, Jennifer Connelly and more.  Here at our office we wonder how many of these new parents will… Read More »

5 Missteps That Can Sabotage Your Estate Plan

When it comes to protecting your wealth and your family creating an estate plan is one of the most important things you can do.  An estate plan is your key to ensuring that your hard-earned assets are distributed (or saved or invested) as you designate. An estate plan is your family’s safety net.  Unfortunately, too… Read More »