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Home / Archives for Estate Planning Articles

What to Expect at Your First Estate Planning Consultation

March 15, 2013

A little nervous about your first estate planning consultation? Don’t be. Here’s what to expect.

Five Things Every Woman Should Know About Estate Planning

February 28, 2013

Women’s roles in society and within the family have shifted dramatically over the past several generations and women have more earning power than ever before, yet too many wives take a backseat to their husbands when the subject of estate planning comes up. Here are five things every woman should know when it comes to estate planning.

How the American Taxpayer Relief Act Will Affect You

January 31, 2013

Congress pulled America back from the fiscal cliff when it passed the American Taxpayer Relief Act on New Year’s Day. The law covers a range of issues, form income taxes to the estate tax. Learn the specifics and find out how the new law will affect you and your family.

Five Non-Tax Reasons You Need an Estate Plan

January 31, 2013

Estate planning is only for wealthy people who want to reduce their estate taxes, right? Wrong! Only a tiny percentage of Americans need to worry about estate taxes but every adult needs an estate plan. Find out why.

This New Year, Resolve to Review Your Estate Planning Options

December 31, 2012

It’s time to make your New Year’s resolutions. This year, consider adding a review of your estate planning options to your list. Whether or not you already have an estate plan in place, a careful review of your planning options will ensure that you protect your family and assets and leave a lasting legacy. This article reviews some estate planning information for you to consider for this New Year.

What You Should Know About Seminars on Wills & Living Trusts

December 31, 2012

Have you ever been invited to an estate planning seminar, but been hesitant to attend? When a seminar is conducted by a licensed estate planning attorney, it can be the perfect way to learn about your planning options. Here’s how an estate planning seminar can help you.

Three Ways the IRS Rewards Your Generosity

November 30, 2012

Giving to charity is wonderful way to support your favorite cause, and it makes you feel great. But what if you want to go the extra mile and make a larger than usual contribution? Here are three ways the IRS rewards you for including philanthropy in your estate plan.

Three Simple Steps for Managing a Windfall

November 30, 2012

What would you do if you suddenly became wealthy? Did you know that there are certain steps you should take if you win the lottery, inherit a fortune, or receive some other form of a windfall? Find out how to make the most of sudden riches – and how to avoid financial trouble.

Tax Alert! Special Gifting Opportunities Expire December 31, 2012

October 31, 2012

Is estate tax planning on your autumn “to do” list? If not, maybe it should be. On January 1, 2013, federal estate and gift taxes stand to increase dramatically, affecting everyone who dies with an estate valued over $1 million. Learn the steps you can take now to save yourself – and your loved ones – millions.

Home: Your Most Valuable Investment

October 31, 2012

Your home is likely your family’s most valuable asset, not only emotionally, but also financially. Read this article to learn how you can take advantage of the tax, estate planning, and asset protection benefits available to you as a homeowner.

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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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