Articles & Information

Why You May Need an IRA Trust

Date posted: June 3, 2014

Why You May Need an IRA Trust Although flexibility is important in estate planning, some areas have little flexibility, including IRAs. Our estate planning lawyers are available to discuss with you the many options when considering an IRA Trust. Here is some general information we would like to provide about why you may need an […]



Estate Planning in 2013 with an Eye Toward 2014

Date posted: January 1, 2013

When planning for retirement and drafting an estate plan there are many thing to consider. The basis of estate planning has two primary considerations: what will happen to your estate after you die and what will happen to your estate if you are disabled or incapacitated require long term healthcare. With laws changing every year, […]



A Window of Estate and Gift Planning Opportunities for 2011 and 2012

Date posted: September 13, 2011

As a result of the recent Jobs Creation legislation in December of 2010, individuals now have lifetime gift tax exemptions of $5,000,000 through 2012. In addition, the Generation Skipping Tax (GST) and estate tax exemptions have increased to $5,000,000 through December 31, 2012. Without any additional legislation, the gift and estate tax exemptions are scheduled […]



Alert to our Clients and Friends on the Estate and Gift Tax Provisions

Date posted: January 12, 2011

On December 17, 2010, President Obama signed the above Act into law. The Act extends for two years the Bush Administration’s income tax rates and various relief provisions, many of which were enacted in the last few years as or part of the economic stimulus legislation, and temporarily reduces the payroll tax for one year. […]



Reverse Mortgages

Date posted: May 22, 2010

These days looking for cash in your home is difficult to do with a home equity line of credit. In certain circumstances, a Reverse Mortgage may be the best answer for someone who is equity rich and cash poor. Common uses for the loan proceeds are to pay living expenses in retirement, or to fund […]