Latest Blog Posts

Article: Budget Deal Could Cost Couples Big Money in Social Security Benefits

Posted on: October 29th, 2015
Jim came across an important article today from Financial Advisor on important changes to social security benefits....

Even Vampires Need Estate Planning

Posted on: October 28th, 2015
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we've learned from the likes of The Vampire Chronicles, the Twilight saga, and HBO's True Blood, vampires aren't immortal. They do die, and it's usually unexpected and messy....

Get Ready: 2015 National Estate Planning Awareness Week Begins on October 19

Posted on: October 21st, 2015
In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his colleagues, helped pass a law which declared the third week in October "National Estate Planning Awareness Week." This year National Estate Planning Awareness Week falls on October 19 through 25....

Important Changes to Tax Return Due Dates

Posted on: October 16th, 2015
Tax return due dates were recently changed as a result of the "2015 Highway Bill." Check out the chart we posted with the new tax return due dates....

What Documents Do You Need to Find After a Loved One Dies?

Posted on: October 14th, 2015
​After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find:...

The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)

Posted on: October 7th, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust. ...
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