Musings from the CEO (Spring 2013)
Estate Planning has evolved significantly over the last several years. In recent months, we have
Estate Planning for Women
Women are a powerful financial force in today’s economy as they independently earn, manage, and
The New Tax Law: Does Your Estate Plan Need to be Updated?
Congress passed the American Taxpayer Relief Act of 2012 (the 2012 Tax Act) in the
2012 Year End Newsletter
Dear Tax Clients: With the year coming to an end, as always, there becomes a
Tax Law Changes in the News
Stay up to date and informed about changes in tax law. Highlighted in this article are some of
Procrastination: What Are The Consequences?
Currently, there are approximately 70% of Americans without a Will. Without this basic estate planning
Opportunities to Take Advantage of Before Its Too Late
Tax laws are changing at the end of this year. Take advantage of these opportunities
Last Will and Testament
A Will is a basic estate planning document that provides for the distribution and disposition
Irrevocable Trusts
Irrevocable trusts are important and useful tools for estate planning. An irrevocable trust is a
SELF-CANCELING INSTALLMENT NOTE (SCIN)
The Self-Canceling Installment Note (“SCIN”) is a planning technique usually used in a sale of
