Latest Blog Posts


Posted on: November 13th, 2012
I keep hearing about this "fiscal cliff", but how does it effect me and my estate plan to benefit my heirs?...

Online Service vs. Real Attorney

Posted on: October 2nd, 2012
What is the different between doing my estate plan myself online vs. using a real attorney? A lot!...

Retirement Accounts And Your Living Trust

Posted on: August 2nd, 2012
IRA and 401k distribution planning is one of the most overlooked areas in estate planning. According to the IRS, over 90 percent of all IRA-type accounts are cashed in at the death of the second spouse. If that happens, it triggers income and estate tax that could wipe out a large amount of money that is in the IRA....

Do I need a Living Trust or Will?

Posted on: July 27th, 2012
According to a recent Forbes article, 55% of Americans do not have even a will. The article suggests the following 'common sense' guidelines for determining the extent one needs an estate plan....

Reasons Why I need An Estate Plan.

Posted on: July 26th, 2012
It’s hard to get people excited to talk about estate planning, much less take action to prepare for the inevitable. But in The Wall Street Journal Complete Estate Planning Guidebook, Rachel Emma Silverman attempts to do just that....

Blended Families Underscore the Need for Estate Planning

Posted on: March 29th, 2012
Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families underscores the need for proper estate planning. ...
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