How to get your elderly parents to create (or update) an estate plan to handle incapacity issues and to pass their estate to beneficiaries most efficiently, cost-effectively, and harmoniously…more
How to protect yourself and your loved ones with effective estate planning…more
Strategies to keep your cherished family property - beach home, lake cottage, mountain cabin - in your family for generations…more
A brief overview of asset protection planning…more
An overview of advanced estate planning techniques…more
An overview of the documents used in basic estate planning…more
With the right strategies you can maximize your charitable gifts
…more
Estate plans should be reviewed and updated periodically - how to know if yours should be updated now…more
There is hidden treasure in the American Recovery and Reinvestment Act of 2009 (ARRA) and other recent legislation…more
A number of advanced estate planning strategies work well in low interest rate environments…more
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