Certified Documents

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6th Apr 2017

Can’t I just get that from the clerk? We have seen a rise lately in our clients receiving letters from businesses that specialize in obtaining “certified documents”.  Usually these are received after a deed or corporate filing is made in … more

Asset Transfers: The Next Step

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24th Aug 2016

You have faced your fears of talking about death, your assets, taxes, and other planning matters and put into place a great estate plan including a living trust.  A sigh of relief escapes you as you leave the attorney’s office … more

When Will You Record My Will?

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3rd Aug 2016

The answer: After you are deceased.  Surprised some of you didn’t it?  There is a common misconception that a Will must be recorded with some government body prior to someone’s death in order to be effective.  In fact, many states … more

Past Due Taxes and Passports

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14th Dec 2015

On December 4, the President signed into law P.L. 114-94, the “Fixing America’s Surface Transportation (FAST) Act.” In addition to authorizing federal surface transportation programs through fiscal year 2020, the Act contains important tax-related provisions. Under Pre-Act law, Chapter 75 … more

8th May 2015

Here’s what to know — and avoid — in estate planning for when two families get cobbled together into a new one. These lessons apply to all kinds of families, but are especially acute when stepchildren are involved. Statistics paint … more

1st May 2015

A watershed demographic event occurred in the past few years, although without much notice: For the first time in U.S. history, there are more people who are single than married — 124.6 million singles (among 248.2 million people 16 and older) compared with … more

24th Apr 2015

Family dynamics.  They have a very large impact on estate planning and business succession.  For example, when the family doesn’t see themselves as a “team”, they lack a feeling of togetherness and often look out only for themselves.  This can … more

20th Jan 2015

Clients sometimes feel like their estate planning is the time and place to help resolve family issues or enforce their wishes for how heirs are to live.   While some things can be and should be taken into consideration (trusts for … more

12th Nov 2014

You may have heard your estate planner or CPA use the term “portability” in reference to an estate.  What is it?  Portability is the ability of the unused portion of unified credit from one estate to be applied to the … more

With the overturning of DOMA and multiple states now recognizing same-sex marriage by choice or by court order, there are many issues raised for same-sex couples.  One of the most important is the same as for any couple, don’t ignore … more