Latest Blog Posts

  • 3 Ways NOT to Leave an Inheritance for Your Children
    Posted on: 25 Apr 2017
    Estate planning offers many ways to leave your wealth to your children, but it is just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try....
  • “No One Dies Alone” Programs Offer Comfort at Life's End
    Posted on: 24 Apr 2017
    Millions of older Americans live out their final hours alone in a hospital bed. But at some hospitals, a comforting presence at a patient's bedside is considered essential end-of-life medicine. So, if there are no friends or loved ones to keep vigil, a volunteer might fill the void....
  • Does a Dynasty Trust Make Sense for Your Family
    Posted on: 18 Apr 2017
    Earlier this year, NBA team owner Gail Miller made headlines when she announced that she was effectively no longer the owner of the Utah Jazz or the Vivint Smart Home Arena. These assets, she said, were being placed into a family trust, therefore raising interest in an estate planning tool previously known only to the very wealthy­–the dynasty trust....
  • IRS Warns of New Tax Season Scams
    Posted on: 17 Apr 2017
    The IRS wants taxpayers and tax professionals alike to be vigilant about potential tax scams as tax season winds down. The IRS noticed a spike in phishing (a form of internet fraud) email scams Thursday and Friday that sought to steal the usernames and passwords for IRS e-Services of tax professionals. ...
  • Safeguarding Your Estate Plan Against Three Worst-Case Scenarios
    Posted on: 11 Apr 2017
    Even with an estate plan, things can always happen that may cause confusion for the estate–or threaten the plan altogether. Below are three examples of worst-case scenarios and ways to demonstrate how a carefully crafted plan can address issues, from the predictable to the total surprise....
  • U.S. Supreme Court Sides with Special Needs Student over Service Dog Dispute
    Posted on: 10 Apr 2017
    Last month, the U.S. Supreme Court unanimously sided with a 13-year-old Michigan girl with cerebral palsy who had been fighting with school officials for years over whether she could bring her service dog to school with her....
  • Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
    Posted on: 04 Apr 2017
    One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an important estate planning tool, but without certain protections in place, there's no guarantee that your spouse or children will receive the benefit of your purchase of life insurance....
  • Labor Department Proposes 60-day Delay of Retirement Savings Rule
    Posted on: 03 Apr 2017
    The Labor Department recently announced a proposal to push back the implementation of a controversial retirement savings rule by 60 days, giving officials more time to determine whether the rule should be revised or eliminated. Without a delay, the fiduciary rule would take full effect April 10. But under the proposal, the rule would not take full effect until June 9....
  • How You Can Build an Estate Plan that Includes Asset Protection
    Posted on: 28 Mar 2017
    Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From incapacity planning to probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important factor to consider is asset protection. ...
  • FDA Seeks Input on Autism Treatments
    Posted on: 27 Mar 2017
    Federal regulators are looking for insight from people with autism and their families as they consider the need for new drug treatments to address the developmental disorder. In a notice set to appear in the Federal Register next week, the Food and Drug Administration says it will host a public meeting this spring focused on autism....
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