March 20, 2014 |
How To Handle Leaving Unequal Amounts To Your Children
Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to one child than ...
Learn MoreHow To Handle Leaving Unequal Amounts To Your Children
Many parents divide their assets equally among their children. That’s the easy way.
But what if you want to give more to one child than to another? Is that fair? Is it a good idea?
Schedule a meeting with a member of our advisory team
Blogs for Estate Planning
March 18, 2014 |
Where Not To Die
Although the federal estate tax exemption has been raised to a generous $5.3 million, what about the states? The truth is that, despite the large ...
Learn MoreMarch 6, 2014 |
Florida Court Ruling Provides Guidance For Those Using Trust For Asset Protection
A recent appellate court ruling in Florida gives former spouses the legal grounds to take funds from a type of trust that was thought to ...
Learn MoreFebruary 27, 2014 |
The Right Way to Plan for Your Special Needs Child
Parents of special needs children have unique needs when it comes to estate planning. As a recent article explains, parents of special needs children who ...
Learn MoreFebruary 26, 2014 |
The Fifteen Best Countries for Overseas Retirement in 2014
It is not uncommon for Americans to spend significant time away from their home state in order to take advantage of more favorable living conditions. ...
Learn MoreFebruary 25, 2014 |
Are You a Sitting Duck? Four Asset Protection Strategies to Consider
Many investors are so focused on their return on investment that they fail to consider or implement asset protection strategies. As a recent article explains, ...
Learn MoreFebruary 20, 2014 |
About an Angel: Estate Planning Lessons from Farrah Fawcett
Recently, a number of legal battles have stemmed from Farrah Fawcett’s death. Perhaps most notably, the University of Texas sued Fawcett’s partner Ryan O’Neal for ...
Learn MoreFebruary 19, 2014 |
Four Actions to Take Before Your Death
The end of a person’s life can be a difficult and confusing time. However, it doesn’t have to be. A recent article discusses four actions ...
Learn MoreFebruary 13, 2014 |
One Family’s Quest to Pass on the Business
For families that own small businesses, one vital part of estate planning is succession planning. Through succession planning, a business owner plans for the future ...
Learn MoreFebruary 12, 2014 |
Can Only One Child be Given Power of Attorney?
For those parents who have multiple children, estate planning is often a matter of attempting to determine what distribution of powers will be perceived as ...
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