The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy) Estate planning for couples in a second or later marriage who have […]

Financial Smarts Peak at 50, Here’s How to Protect Your Older Self A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks […]

Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have […]

4 Powers to Consider Giving to a Trust Protector Today many estate plans contain irrevocable trusts that will continue for the benefit of a spouse’s lifetime and then for the […]

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S. Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true […]

Aging.gov: A New Resource for Older Americans and Their Families More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched […]

Dispelling the Top 3 Estate Planning Myths Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help […]

Estate Planning for Same-Sex Couples after Obergefell v. Hodges On June 26, 2015 the United States Supreme Court issued its opinion in Obergefell v. Hodges, the name assigned to a […]

Federal Estate Tax Update Death taxes are back in the news at the federal level. What Happened to the Death Tax Repeal Act of 2015? Back in February and March […]

Make an Achievable 2016 New Year’s Resolution – Get an Estate Plan Checkup! With 2016 upon us, it’s time to start thinking about achievable and worthwhile new year’s resolutions. It […]