Category: Estate Planning

  Properly drafted estate planning documents are integral to the success of your legacy and end-of-life issues. Iron-clad estate planning documents, written by a knowledgeable attorney can make a difference bewteen success and failure of having your wishes carried out.   However, there's more to...

Common Estate Planning Mistakes Regarding Life Insurance and Individual Retirement Accounts (IRAs)

For many people, life insurance and/or retirement savings accounts are among the largest assets they have to bequeath to their children and grandchildren in...

 

2013 Changes to Federal Estate Tax Laws

I have been fielding a lot of questions about the current status of Federal Estate Taxes. I have posted a newsletter about this in January, but thought it might be well to reiterate those changes again.

Changes...

 

 

With all the stories of the Saints/Falcons rivalry floating around today, and with it going to a new level with the Saints bus being egged by Atlanta Airport personel, I decided to let you know that not all Atlanta natives are egg...

 

 

If you have a child or grandchild who is addicted to drugs or alcohol, or who is financially irresponsible, you already know the heartbreak associated with trying to help that child or grandchild make healthy decisions.  Perhaps your other adult children or...

 

For close to twenty years, my wife, Wendy LoCoco, was involved with the nursing home industry. Due to her vast knowledge of elder care issues, she has been a great resource for many of our clients who are interested in elder planning...

 

First, we hope all of you did well with Hurricane Isaac and suffered minimal damage from the storm. 

Next, in today's post, we will look at estate planning and the issues that come up with blended families.

If you are married for the first...

 

For many Americans, retirement accounts comprise a substantial portion of their wealth. When planning your estate, it is important to consider the ramifications of tax-deferred retirement accounts, such as 401(k) and 403(b) accounts and traditional IRAs. (Roth IRAs are not tax-deferred accounts...