Latest Blog Posts

Everyone over the age of eighteen (18) should have advance medical directives. Take control. Be proactive. Don't leave those very important matters to chance....

Rumors have been widespread that the Super Committee is considering cutting back the estate and gift tax exemptions from its current $5 million exemption to $1 million effective immediately....

Along with a will, Michael Jackson established a Living Trust. The beauty of a living trust is that the assets it holds at the time of death avoid probate, a time-consuming, expensive and public process. Overall, it can save a lot of money, time and hassle. Unfortunately, clients often forget the next necessary step to making trusts work as designed: they neglect to transfer their assets to the trust. In that case, probate is NOT avoided, and many of the benefits of a Living Trust are lost....

"Repealing the estate tax would be a further step backward to the robber barons' gilded age. Let's not take that step."...