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Key Factors of a Computer Digital Account (CDA) Plan to Protect Your Legacy

Increasingly, we interact with the world around us through digital devices and social media. Compared to decades past, our most essential information is now stored on a computer or hand-held device. Everything can now be done...more

Estate Planning with Portability: Not a Panacea

When Congress resolved the fiscal cliff crisis early this year, it brought permanence to estate, gift and generation-skipping transfer tax laws that had been in flux for over a decade. In short, the American Taxpayer Relief...more

The Kids Are Fine, But Who Are the Parents?

Many estate plans and laws of descent involve "descendants" or "issue." But who qualifies legally for that status is often unclear, particularly now that biology has raced ahead of laws. Adoption (including of adults), as...more

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