Monthly Archives: April 2011

New Estate Tax Portability Provision Should be Considered with Caution

A new “Portability Provision” in The Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act of 2010 has some couples excited about the financial possibilities.  As explained in this article in the Wall Street Journal, the new portability provision “permits surviving spouses to elect to use the unused portion of the estate tax applicable exclusion… Read More »

5 Missteps That Can Sabotage Your Estate Plan

When it comes to protecting your wealth and your family creating an estate plan is one of the most important things you can do.  An estate plan is your key to ensuring that your hard-earned assets are distributed (or saved or invested) as you designate. An estate plan is your family’s safety net.  Unfortunately, too… Read More »

Understanding Your Last Will and Testament

Although recent news surrounding the estate tax—both its repeal and its reinstatement—has died down, many people are still talking about their estate plans. Most people recognize that now is the time to create their estate plan, or to review and update their existing plan if they have one. This means that many people are asking… Read More »

Making Room For Mom & Dad: Checklist For The “Multi-Generational Household”

Throughout history, the multi-generational household has always had its place in our society. At times the multi-generational family has been common and plentiful, at other times rare and seen only on the fringes of society.  In the past few years, for reasons of both economy and practicality, the percentage of Americans living in multi-generational households… Read More »