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Latest Blog Posts

Current Estate Planning Framework

Posted on: September 25th, 2015
state planning has truly evolved over the past 20 years. In fact, today's estate planning is more complicated than ever before....

Estate Tax Closing Letters - Taxpayers Must Request

Posted on: August 19th, 2015
Due to the increased volume of federal estate tax return filings in order to make the 'portability election,' the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015....

3 Common Myths and Misconceptions about Estate Plans

Posted on: June 30th, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed. Estate Planning Myth #1 - You Don't Need an Estate Plan Because Your Spouse Will Inherit Everything Estate Planning Myth #2 - You Don't Need an Estate Plan Because Your Family Knows Your Final Wishes Estate Planning Myth #3 - Once You've Created Your Estate Plan, It's Done ...

Three Estate Planning Mistakes Farmers and Ranchers Make

Posted on: May 26th, 2015
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 fail to make an estate plan. The farm or ranch that has been passed down for generations then ends up being sold and converted into non-agricultural use, cutting the legacy short and ending the family's unique lifestyle choice....

Is a Revocable Living Trust right for you?

Posted on: April 28th, 2015
Revocable Living Trusts instead of Wills have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations. But for some, a Revocable Living Trust may not be necessary to achieve their estate planning goals or may even be detrimental to achieving those goals....

Three Simple Asset Protection Tips Anybody Can Use

Posted on: April 16th, 2015
Unfortunately, in our litigious society, liability risks are not unique to physicians. Business owners, board members, real estate investors, and retirees need to protect themselves from a variety of liabilities too....
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