News & Analysis as of

October 2014 Estate Planning Update: What You Need

First and foremost, all adults need powers of attorney regardless of their age, their health or their wealth. There are two types of powers of attorney. A health care power of attorney allows you to name an agent to make...more

Why You Need an Estate Plan Post 2013 Tax Act

Estate planning is the process of designating, during your life, the disposition of your assets upon your death in a manner that attempts to eliminate administrative uncertainties, reduce taxes, and maximize asset protection....more

Estate Planning Considerations: Documentation and Peace of Mind

With the introduction of the American Taxpayer Relief Act of 2012 (Act), the world of estate planning has been injected with a dose of certainty after more than 10 years of uncertainty as to federal estate, gift and...more

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