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Consider the people who fill out forms designating who inherits assets like an insurance policy and then never go back and revise the forms when, for instance, they divorce and remarry. And then, there are the parents who have not determined who will… Read More

Under the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), the first $1 million of IRA and Roth IRA funds are protected (or exempt) in bankruptcy. This amount is reviewed every three years and increased as needed. For example… Read More

There are nearly half a dozen ways to give a home to your child. And a couple are tax-free. You’re probably well aware that for many families, the family home is the single most important estate asset. Can you imagine your kids having to part with… Read More

… Financial and estate planning is especially important for LGBT parents who adopt …. Having or adopting a child changes everything. Those words really hit home when same-sex couples seek adoption in a mix of state and federal laws. With state la… Read More

When it comes to the growing use of sophisticated wealth transfer mechanisms like trusts and limited liability companies by individuals, the details include complicated insurance considerations that must be expeditiously addressed. If not, the devil�… Read More