Latest Blog Posts

What You Need to Know About the Final Estate Tax Portability Rules

Posted on: August 13th, 2015
Recently the IRS issued the final rules governing the "portability election" as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may affect their existing estate plans, while recent widows and widowers need to understand how these finals rules may affect their deceased spouse's estate....

5 Reasons Why Uncle Bill May Not Make a Good Trustee

Posted on: August 5th, 2015
If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust's longevity and ultimate success. Initially you may think that a family member, like your children's fiscally responsible Uncle Bill, will be the best choice as trustee, however there are five reasons why Uncle Bill may not be the best choice....

How Will the 2015 Supreme Court Decisions Affect You and Your Family?

Posted on: July 22nd, 2015
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the media's attention. Here is a summary of three landmark decisions handed down in 2015 that could affect how you are taxed, pay for healthcare, and plan your estate....

IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request

Posted on: July 16th, 2015
​Due to the increased volume of federal estate tax return filings in order to make the "portability election," the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015....

5 Most Expensive States for Retirees in 2015

Posted on: July 9th, 2015
While there are many factors to consider when choosing the place where you will retire, the ones that will impact your wallet may be the most important. Why? Because having a low crime rate and beautiful weather will be irrelevant if high costs deplete your retirement nest egg faster than anticipated. ...

Dispelling the Top 3 Estate Planning Myths

Posted on: June 30th, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed....
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