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  • Annual Exclusion Gifts in the New Tax Landscape

    Annual exclusion gifts can be made to any number of people in any year. In 2017 this figur....
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  • Care Managers Role in the Estate Planning Process

    For the elderly and those living with chronic disease or other health challenges the role ....
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  • The Human Aspects of Estate Planning

    Estate planning can no longer be focused on minimizing estate taxes. The $5 million inflat....
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  • 2012 Gift Planning Follow Through

    2012 was a remarkable and unique year for estate planning. The gift tax exemption in 2012 ....
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  • Planning Using The Multi-Purpose Irrevocable Life Insurance Trust

    Life insurance is a flexible and powerful financial and estate planning tool. When life in....
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  • Thinking About Finances After a Multiple Sclerosis Diagnosis

    If you’ve been recently diagnosed with Multiple Sclerosis (or many other chronic disease....
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  • Increasing Flexibility Using the Beneficiary Defective Inheritors Trust

    Beneficiary Defective Inheritor’s Trusts (BDITs) or as some call them simply Beneficiary....
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  • Insurance as the Answer To People Focused Planning

    Life insurance can be one of the most flexible, versatile and useful estate and financial ....
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  • Planning for Estates Under Ten Million Trusts and Estates Magazine Heckerling

    Once the $5 million estate tax exemption was made permanent estate planning had to change ....
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