Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Essential Estate Planning Strategies

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Essential Tips and Strategies for Family Businesses

March 1, 2007

Business owners have unique concerns along with the usual estate planning issues. Business owners fear that the heirs might have to sell or dismantle the business and that the wrong people might run it. Those results can be avoided, but the owner must plan carefully and implement the plan. The first major estate planning issue […]


The Basics of Building an Estate Plan

February 1, 2007

Estate Planning is coming back on radar screens. Uncertainty over the direction of estate taxes and the probability that the estate tax would be eliminated caused many people to ignore their plans the last few years. They did not want to spend time and money on a plan that might be unnecessary or need major […]


Building the Legacy Plan

December 1, 2006

What is your legacy plan? Most people are familiar with estate plans. The goals of the estate plan are to ensure that assets are transferred to the people you want in the most efficient manner, that is with the smallest burden in taxes and other expenses. The standard estate plan includes a will, a financial […]


How to Put Together a Disaster Recovery Kit

July 1, 2006

The 2005 hurricane season caused many people to focus on an issue that had seemed remote. But millions of people realize they are more vulnerable to disasters than they had thought. A surprise to many people is that the potential damage to their persons and property is not the only concern. Personal information and documents […]

estate planning

Estate Planning for Pets

June 1, 2006

Often a pet is a cherished member of the household. If that is the case, you might want to include the pet in the estate plan. This is particularly true of single people or owners of unusual or exotic pets that the heirs of the property estate are unable or do not wish to care […]

estate planning

Estate Planning Strategies to Give and Protect Wealth

February 1, 2006

Many people know why making gifts is part of most estate plans. Yet, they hesitate to make the gifts, because they see potential pitfalls. They fear that the gifts might be spent unwisely or wasted. The donee could squander the assets on gambling, substance abuse, or other activities. Or the wealth could be well-managed for […]


Having the Last Word

September 1, 2005

Most estate plans are missing a key ingredient. Too many estate planners do not recommend it, and it isn’t even mentioned in many estate planning discussions. One reason might be that, despite its importance, the document is not legally binding on anyone. This document can clear up a lot of issues. It can save time […]

estate planning

Eight Key Estate Planning Questions

July 1, 2005

Estate Planning is not about reducing estate taxes. That always was the case, but few people realized the importance of the non-tax factors until the 2001 tax law began the phase out of the estate tax. Every estate plan, regardless of the estate’s size, needs to address certain issues. Ignore these issues, and your heirs […]

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