Tips for Talking to Your Parents about Estate Planning

Jun 19, 2013 / By: Curt Ford, Partner

Category: Estate Planning

When it comes to talking about financial matters with their parents most people don’t know where to begin. Death is an even harder subject to broach with your parents. It comes as no surprise then...

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Assigning an Inheritance to Someone Else

Jun 17, 2013 / By: Curt Ford, Partner

Category: Estate Planning, Inheritance

Although it may seem counter-intuitive, there are times when assigning an inheritance to someone else or disclaiming an inheritance is a good idea. When there is a reason to do so, it can be done;...

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Fiduciary Roles in Your Estate Plan – Your Executor

Jun 14, 2013 / By: Jim Nash, Partner

Category: Estate Planning

Although each estate plan is as unique as the person who creates the plan, all estate plans contain at least one fiduciary role — that of executor. Other fiduciary roles, such as trustee, agent, or...

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Why A Succession Plan Is Essential if You Own a Business

Jun 12, 2013 / By: Bob Nash, Partner

Category: Estate Planning

America was founded on the entrepreneurial spirit and it still lives in many Americans today. If you are one of the entrepreneurs, chances are you have worked long and hard to make your business a...

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Writing an Obituary – A Non-Traditional Approach

Jun 10, 2013 / By: Bob Nash, Partner

Category: Estate Planning

One of the tasks that typically falls to the executor of an estate or a close family member when someone dies is writing an obituary for the deceased. Although obituaries usually follow a traditional flow,...

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What You Should Know about A Roth IRA and Estate Planning

Jun 7, 2013 / By: Bob Nash, Partner

Category: Estate Planning

Fifty years ago, most Americans depended on employer sponsored retirement plans and pensions to get them through their golden years. Today, most people are creating and funding their own retirement plans. Many people choose to...

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Why Women Should Pay Close Attention to Their Estate Plan

Jun 5, 2013 / By: Jim Nash, Partner

Category: Estate Planning

Those born during the baby boomer generation are just beginning to reach the age of retirement. If you are a woman from this generation, you should pay particular attention to both your retirement plan and...

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Can I Make Changes to a Trust After Its Creation?

May 31, 2013 / By: Jim Nash, Partner

Category: Estate Planning

Although trusts were once used only by the rich and famous, that is no longer the case. Today, even the average estate planner can benefit from the use of a trust in his or her...

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What to Do with Your ILIT after the American Taxpayer Relief Act of 2013

May 29, 2013 / By: Jim Nash, Partner

Category: Irrevocable trust

For taxpayers who created an Irrevocable Life Insurance Trust, or ILIT, as a way to avoid estate taxes, questions about what to do with the trust are surfacing in light of the passage of the...

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What You Need to Know about Digital Estate Planning

May 28, 2013 / By: Curt Ford, Partner

Category: Estate Planning

Estate planning used to be relatively simple because the assets involved were relatively straight forward. Money was money. Property was property. Now, however, the very definition of “asset” is changing thanks to our increased dependence...

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