Important Estate Planning for College Students

August 16, 2015 1:53 pm

Certain estate planning tips are especially important to consider as students head to college this time of year. Back-to-School planning can be a whirlwind, and while this planning typically... (more)

Family Business Owners: A Dozen and a Half Questions to Ask

July 29, 2015 10:56 pm

1. If you become disabled or die unexpectedly, who will run your business?  If you don’t know, you need a business succession plan.   2. If your family cannot... (more)

5 Reasons Why Uncle Bill May Not Make a Good Trustee

July 29, 2015 6:11 pm

If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust’s longevity and... (more)

Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers

July 22, 2015 9:16 pm

Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life.  Unfortunately, many farmers and ranchers don’t... (more)

Gun Owners: Why You Should Consider A Gun Trust

July 22, 2015 7:51 pm

Recent tragic events underscore the importance of maintaining a dialogue about the responsible, accountable and safe possession and transfer of firearms in our country. This is why it’s... (more)

Shocking Truth About Asset Protection Planning

July 21, 2015 10:53 pm

Some view asset protection planning with a skeptical eye.  They believe there is a moral obligation to pay one’s debts.  They think that asset protection planning is immoral... (more)

How to Avoid a Disastrous Will or Trust Contest

July 21, 2015 7:23 pm

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart.  But with proper planning, you can prevent a... (more)

Three Liability Planning Tips for Physicians

July 21, 2015 4:24 pm

The practice of medicine is a profession fraught with liability. It’s not just medical malpractice claims either – employment related issues (wrongful termination, sexual harassment, and discrimination), careless... (more)

The Sec.1031 Exchange: A Powerful Estate Planning Tool

June 9, 2015 2:56 pm

Now that the combined gift and estate tax exemption amount has topped $5 million ($5.34 million in 2014), many people planning their estates have turned their attention to... (more)

Relief for Missed Federal Estate Tax Return Portability Elections

April 1, 2014 10:22 pm

The IRS has released Revenue Procedure 2014-18 (Rev. Proc. 2014-18). Rev. Proc. 2014-18 provides additional time (until December 31, 2014) to file a federal estate tax return to... (more)