» Estate Planning

  Estate plan is a key element in any financial plan no matter what your age. Estate planning allows you to decide how your assets should be distributed upon your death. In essence it allows control from the grave! And a word of advice to t… Read More

A new survey suggests that many Americans are counting on receiving an inheritance to retire on instead of saving enough for retirement themselves. This has the potential to create disasters for several reasons.   Recently CNBC published the res… Read More

    People who want to give a large amount of money to another person often have questions about how much they can give without having to pay taxes on the gift. Fortunately, the gift tax is relatively simple once you know the basics.  … Read More

If you are married to a non-U.S. citizen, you need to know that the estate tax options for your spouse will be different if you pass away than if you were married to a U.S. citizen. This knowledge will help you to protect your spouse from the most de… Read More

Before people can receive many types of federal assistance, they are often required to pass drug tests. Should they also be required to pass drug tests before they can receive a tax free income? One representative appears to think so.     D… Read More

Estate planning attorneys always tell their clients that the most important thing to do to ensure a smooth estate administration is to talk to family members about what they need to do. However, there is an alternative if you are uncomfortable with t… Read More

By now most people are aware of the necessity to exercise diligence to prevent identity theft. People know to check their credit statements and how to look out for irregularities. However, when you pass away, you can no longer do that. Identity thiev… Read More

Initially experts believed that the dispensation of Robin Williams' estate would go smoothly. However, that has not turned out to be the case. There are lessons to be learned from what went wrong.   Upon the passing of Robin Williams, along… Read More