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Home / Archives for Estate Planning Articles

Common Estate Planning Terms You’ll Want To Know

June 17, 2014

Most people won’t be familiar with legal terminology if it’s their first time considering a visit to an estate planning attorney. Before a consultation, review this short list of common estate planning terms to help you prepare and feel more comfortable as you begin to create your plan.

Loaning Family Money – What You Need To Know

May 31, 2014

Loaning Family Money – What You Need To Know Loaning Family Money – What You Need To Know Written By: The American Academy of Estate Planning Attorneys People lend money to family members for a variety of reasons.

Include Personal Property When Creating Your Estate Plan

May 31, 2014

Even with extremely careful planning, people can often neglect to outline who should receive their family heirlooms and emotionally valuable property. Find out what you can do to avoid unnecessary feuds over your tangible personal property and help prevent potential family conflict.

Cross-Training for Financial Fitness

February 28, 2014

Many couples take a divide and conquer approach to household chores, and this tends to include finances as well. Often, this means one spouse is in the dark when it comes to the family’s bills, budget, and important documents. Here’s how you both can get up to speed.

Peace of Mind for New Moms and Dads

February 28, 2014

As a new parent, estate planning might be at the bottom of your long list, however, it can bring you immense peace of mind. Here’s what you need to know.

Estate Planning is a Team Effort

January 31, 2014

It takes a team to make sure you have a fully functioning estate plan. Learn about the players, their roles, and – most important – how simple it is to assemble your estate planning team.

Four Tips for a Pain-Free Tax Season

January 31, 2014

April 15th is fast approaching. Here are five simple and effective tips for saving time, money, and stress this tax season.

Be Prepared With Year-End Tax Strategies

November 30, 2013

It may seem too early to prepare for tax season, but these tips and tricks can save you money next spring.

Gifts to Minors: Sharing Your Wealth the Smart Way

November 30, 2013

A simple way to reduce your estate tax bill is to make financial gifts during your lifetime. Children and grandchildren are natural recipients of our generosity, but there are a few things you’ll want to consider if they are still minors. Here are some common strategies for sharing your wealth with the children in your lives.

Estate Planning is Essential for Same-Sex Couples

June 5, 2013

For most people, dying without an estate plan means burdening loved ones with added inconvenience, delay and expense. For same-sex couples, however, dying without an estate plan can spell disaster. Find out why and learn what you can do about it.

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September 8, 2020
    

Dean's knowledge is very comprehensive and current. He not only sees and understands the particular question but he puts it in the context my particular matter and to the overall business and tax environment. Dean has been my attorney for many (over 20) years. I am also an attorney but I would never make a tax, business or financial decision without his extraordinary advice and counsel.

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