I’m a Trustee. Now what?

It is an honor to be named the successor Trustee of a loved one’s Trust. As the name implies, you’ve been given a position of trust and responsibility, and it means that your loved one thinks highly of your skill and ability, not to mention your integrity. So, what...
Confused about Estate Planning?

Confused about Estate Planning?

Are you confused about estate planning? Do you not know where to begin? Some people let their confusion regarding estate planning stop them from protecting their loved ones and assets.  Many people actually never move forward with having a plan in place simply because...

Taxpayers Get an Extra 3 Months

Because of the ongoing financial turmoil, the IRS is cutting some slack to a great many individuals and businesses. They now have until July 15 to pay any federal income taxes they owe. The delay is available to individuals who owe $1 million or less and corporations...
Estate Planning for Your Special Needs Child

Estate Planning for Your Special Needs Child

Estate planning for your special needs child has unique requirements. It is critical that a family make suitable provisions for the future.  Families should not wait until they, or their child’s siblings, may no longer be able to care for their special-needs...