Update On The IRS Regulations Project
Last July, I wrote in my column that the IRS made it known that it
No Kids? An Estate Plan is Still Important
There are certain times in life where the need for a proper estate plan is
Estate Planning with Retirement Accounts
One estate planning nuance is “beneficiary designation assets.” These are assets that are distributed at
Term Insurance or Permanent Insurance?
Many of our clients wrestle with the decision to purchase term insurance or permanent insurance.
Musings from the CEO – Winter 2015
In the volatile tax world, there is good news and bad news. The bad news
Donald Sterling and the L.A. Clippers: There’s Even More to the Story
Donald Sterling was the controlling owner of the L.A. Clippers who made racially insensitive comments
Even Young People Need Estate Planning
“If I don’t have any assets, and I would want everything to go back to
Wills – Don’t Be “Penny-Wise and Pound-Foolish”
We are all self-sufficient and believe we have the answers to everything. Why hire a
Specialized Estate Planning Techniques
There are several areas of estate planning that provide unique opportunities to enhance tax and
Conservation Easements – Easy Tax Savings (Update)
You may not be able to have your cake and eat it too, but you
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