Sort by Topic
- All
- Asset Protection
- Beneficiaries
- Elder Law
- Estate Planning
- Gifts and Giving
- Incapacity Planning
- Law
- Letter From The President
- Litigation
- Marriage and Divorce
- Medicaid
- Newsletter
- Planning for your Children
- Probate
- Retirement
- Special Needs Trusts
- Tax Planning
- Trusts
- Wills
M&B Monthly: October 2021
In this edition of M&B Monthly... Letter From The President: Introduction To A Grantor Retained Annuity Trust (GRAT) ...
M&B Monthly: August 2021
In this edition of M&B Monthly... From the President: Introducing our New Grown & Flown Package Grown and ...
M&B Monthly: July 2021
In this edition of M&B Monthly... Letter from the President – Spousal Lifetime Access Trust (SLAT) Estate Planning ...
M&B Monthly: June 2021
In this edition of M&B Monthly... • Letter from the President: Intentionally Defective Grantor Irrevocable Trusts ("IDGIT") • ...
M&B Monthly: May 2021
In this edition of M&B Monthly... • Letter from the President: Federal Estate Tax Updates and Gifting Suggestions ...
Major Capital Gains Tax Overhaul Proposed
Like many of you, we have been closely watching congress and the White House to see what changes ...
Will Your Spouse Inherit Your Estate?
Under Oregon law, if a person passes away (the “decedent”) without a Will/Estate Planning documents, their spouse is ...
Avoid the Costly Mistake That Could Expose Your Family to Unnecessary Long-Term Care Expenses
Because we are living longer, paying for long-term care is a real concern for many of us. However, ...
How does the Secure Act impact your retirement accounts?
Dear M&B Clients & Professional Partners: Upon returning from our end of the year break, we were greeted ...
Serving Our Clients Safely During COVID-19
Dear M&B Clients & Professional Partners: At Myatt & Bell, P.C., the health and safety of our clients, ...
Oregon Estate Tax Rates 2011 to the Present
With proper estate planning, we can significantly reduce, or even eliminate, your Oregon estate tax liability! completely! Even if your ...
The Value of Teaching Our Children About Money
Dear M&B Clients & Professional Partners: One of our joys of serving as attorneys is getting to know ...
11 Steps to Probate a Will in Oregon: Timeline for Personal Representatives and Executors
If someone living in Oregon has named you as the personal representative or executor in their Will, you ...
Federal Estate and Gift Tax Rates
In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate and gift tax ...
How to Make the Most Out of Estate Planning
Dear M&B Clients & Professional Partners: We thank you for your trust and confidence in our firm through ...
Don’t Make Your Kids Go to Court to Take Care of You!
When you become incapacitated, it almost always falls on your children to gather, maintain, and manage your financial ...
Who do you trust to handle your affairs?
When creating your estate plan, you say exactly where you want to leave your assets. But, who is ...
Review Your Estate Planning
Top 10 Reasons To Review Your Estate Plan! Estate planning isn’t meant to be a “one and done” ...
How Likely Is That To Happen?
By: The American Academy of Estate Planning Attorneys The odds of incapacity or premature death are likely higher ...
Estate Planning Attorney John M. Boylston on the Radio
M&B, P.C. Attorney, John M. Boylston, is on Portland Radio Station KKPZ 1330 AM from 5:30-6:00 pm on ...
M&B, P.C. Attorney John M. Boylston Named to Super Lawyers 2014 Oregon Rising Star List
We are excited to announce that Myatt & Bell, P.C. attorney John Boylston has been selected to the ...
Estate Planning For Blended Families
At Myatt & Bell, P.C. we have worked with many blended families, which consist of various combinations of ...
How Estate Planning Saved the Los Angeles Clippers from Donald Sterling
On April 29, NBA commissioner Adam Silver banned Donald Sterling from the league for life and declared that ...
2014 Federal Estate and Gift Tax Rates
Federal Estate Tax: In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate ...
5 Great Habits to Have for Spring and a Reminder for Children Caring for Elderly Parents:
As Oregonians we are accustomed to seeing raindrops on the window and it can be difficult to believe ...
A Letter to Our Clients Regarding Essential Elements of an Up-To-Date Estate Plan
We recently sent this letter to many of our past clients because there have been many changes in ...
Cross-Training for Financial Fitness
By: The American Academy of Estate Planning Attorneys John and Susan have been married for 38 years. Like ...
Peace of Mind for New Moms and Dads
By: The American Academy of Estate Planning Attorneys A brand new baby brings a special kind of chaos ...
Four Tips for a Pain Free Tax Season
By: The American Academy of Estate Planning Attorneys New Year’s Day has come and gone, and April 15th ...
Estate Planning is a Team Effort
By: The American Academy of Estate Planning Attorneys An effective estate plan is not just a stack of ...
How Life Insurance Can Fund Your Charitable Legacy
By: The American Academy of Estate Planning Attorneys Many people might think it is beyond their means to ...
Why Your Trust Shouldn’t be Short and Sweet
You’ve just returned from your estate planning attorney’s office with a draft of your new Trust. As you ...
Why Everyone Needs an Estate Plan
To many people, it sounds complicated and foreign, something only the wealthy or the elderly need to worry ...
What to Expect at Your First Estate Planning Consultation
By: The American Academy of Estate Planning Attorneys Your first meeting with an estate planning attorney may seem ...
Trusts and Income Tax: Who Pays?
Trusts are an incredibly useful estate planning tool, and they’re becoming ever more popular. As Trusts gain popularity, ...
Special Needs Trusts for Children with Down Syndrome
By: The American Academy of Estate Planning Attorneys Every year, about 6,000 babies with Down syndrome are born ...
Three Ways the IRS Rewards Your Generosity
By: The American Academy of Estate Planning Attorneys Giving generously to charity has many advantages, some obvious, and ...
Three Simple Steps for Managing a Windfall
By: The American Academy of Estate Planning Attorneys We’ve all dreamed of suddenly becoming wealthy by winning a ...
The Problem With Joint Tenancy
By: The American Academy of Estate Planning Attorneys Joint tenancy is a popular way for two or more ...
Tax Breaks for Caring for Your Parents
By: The American Academy of Estate Planning Attorneys As our population ages, many of us find ourselves in ...
What You Should Know About Seminars on Wills & Living Trusts
By: The American Academy of Estate Planning Attorneys Have you ever been invited to an estate planning seminar ...
How to Help Others While Reducing Your Estate
By: The American Academy of Estate Planning Attorneys Lately it seems like natural disasters around the world are ...
What Does a Millionaire Look Like?
By: The American Academy of Estate Planning Attorneys Last year (2009), the number of households in the United ...
10 Essential Estate Planning Facts
By: The American Academy of Estate Planning Attorneys "You may delay, but time will not," Benjamin Franklin. Everyone ...
One Big Happy Family: How to Avoid an Estate Dispute
By: The American Academy of Estate Planning Attorneys Picture this: at the end of your long, fulfilling life, ...
Parenting Your Grandchildren? You Need a Solid Estate Plan
By: The American Academy of Estate Planning Attorneys Most grandparents act as caregivers for their grandchildren to one ...
Help! My Attorney No Longer Practices Law
By: The American Academy of Estate Planning Attorneys Deb was like most of the rest of us. She ...
Planning Your Estate? Don’t Forget Insurance
By: The American Academy of Estate Planning Attorneys The term “estate planning” calls to mind the process of ...
Estate Planning Without a Crystal Ball
By: The American Academy of Estate Planning Attorneys One of the primary reasons for planning your estate is ...
Planning Your Estate With a Pet Trust
By: The American Academy of Estate Planning Attorneys We love our pets. Each year, Americans spend billions upon ...
Short and Sweet is Not Always Better
When you compare a do-it-yourself Living Trust with one that was prepared by a qualified estate planning attorney, ...
Don’t be Fooled: Estate Planning Isn’t Just for the Wealthy
Maybe it’s the word “estate” that throws so many of us off, but there is something about the ...
Look After Your Spouse Even After You’re Gone
You and your spouse have worked hard to save for your golden years. But have you planned for ...
Make Sure Your Dreams Don’t Turn Into Nightmares
The financial consequences of a divorce can be costly. You can do things right now to protect future ...
Is Your Ex-Spouse Really Out of Your Life?
Divorce is bad enough, but did you know that your children and new spouse can suffer financial devastation ...
Leaving a Ranching Legacy
No day is typical on a ranch. Things always seem to come up that force you to change ...
There’s No Time Like the Present to Review your Plans
Time passes quickly. Life brings change. While these may seem like platitudes, they reflect the truth of most ...
Getting Value Out of Giving with a Charitable Trust
By: The American Academy of Estate Planning Attorneys Americans are givers. In 2010, we gave more than $290 ...
5 Estate Planning Myths
Estate planning. It's on everyone's "should do" list, but it rarely seems to make it to the top ...
Does a Roth Make Sense for You?
Since Congress introduced the Roth IRA in 1997, certain retirement account owners have been able to choose between ...
Helping your Parents Age Gracefully
As you look back over your life, you realize just how much your parents' support has meant to ...
What to Expect When You’re Inheriting
By: The American Academy of Estate Planning Attorneys Who hasn't daydreamed about what they'd do with an inheritance? ...
Planning your Estate with Privacy in Mind
What would you think about your next-door neighbor or your nosy sister-in-law thumbing through the pages of your ...
Your Family Deserves More than an Estate Plan
If you want to leave a true legacy, a traditional estate plan is not enough. With Legacy Planning, ...
I have an Estate Plan: Do I Still Need My Attorney?
Your estate plan is prepared. Your Living Trust is in place and properly funded, you have a Pour-Over ...
Why a Trust Makes Sense – Even if your Child is Not a Child
If your children have reached adulthood, you might assume it's best to leave them their inheritances outright, with ...
Expecting the Unexpected
Life is full of surprises. None of us have a crystal ball, and this means it is unreasonable ...
The Accidental Spouse
John Ober may or may not have thought he was married, but a Montana court certainly believed he ...
Avoid These Four Asset Protection Pitfalls
By: The American Academy of Estate Planning Attorneys If you have creditors, you should consider which asset protection ...
Moving? Don’t Forget to Review Your Estate Plan
A move brings with it a sense of expectation, excitement, and maybe a little trepidation. Whether you’re moving ...
A Quick Guide to Basis
The word basis can have a lot of different meanings. When we’re talking about taxes, though, it has ...
Protect Your Right to Make Medical Decisions
There is a common misconception that as long as you’re healthy, there’s not much need to think about ...
Proper Planning Protects Your Vacation Home
A vacation home is a special place for a family. You buy a beach house or a cabin ...
Planning for the Worst-Case Scenario
Estate planning is one of those things that’s easy to put off. We don’t like to think about ...
Next Generation Planning for Your Family Business
If you’re like many small business owners, you’ve poured your heart and soul into launching your business and ...
This New Year, Resolve to Review Your Estate Planning Options
The holiday whirlwind is over, you’ve packed up the decorations, and life is settling into its familiar routine. ...
James Gandolfini’s Will: 3 Lessons for You and Yours
When Sopranos star James Gandolfini died unexpectedly at the young age of 51, his estate plan sparked a ...
Is an Irrevocable Life Insurance Trust Right for You?
By: The American Academy of Estate Planning Attorneys Irrevocable trusts are a common estate planning tool, and they ...
How Low Interest Rates Can Influence Your Estate Plan
We all know that low interest rates can create excellent opportunities to buy or refinance real estate. But ...
Insurance: The Missing Link in Your Estate Plan?
Insurance might not be the first thing that springs to mind when someone mentions estate planning. We tend ...
I’m a Trustee! Now What?
It is an honor to be named the successor Trustee of a loved one’s Trust. As the name ...
How to Leave an Inheritance for Your Special Needs Child
We all want to make sure our children are financially secure after we’re gone. But accomplishing this means ...
How the American Taxpayer Relief Act Will Affect You
With the fiscal cliff looming, Congress passed the American Taxpayer Relief Act of 2012 on January 1, 2013. ...
How a Pet Trust Can Protect Your Furry Friends
If you have a pet, you know firsthand the bond that can develop between humans and animals. Many ...
Home: Your Most Valuable Investment
“There is a magic in that little world, home; it is a mystic circle that surrounds comforts and ...
Gifts to Minors: Sharing Your Wealth the Smart Way
One way to reduce your estate tax bill is to give money away during your lifetime. If you ...
Fair Does Not Always Mean Equal
“It’s not fair!” Parents hear this protest all the time, and it often comes from children who confuse ...
Estate Planning is Essential for Same-Sex Couples
You might not realize it, but you already have an estate plan. Even if you’ve never created a ...
Estate Planning Across Borders
As the world gets smaller, it is increasingly common for people to own assets in a variety of ...
An Estate Plan: Don’t Leave Home Without It
Your bags are packed, the reservations have been made, and the kids are looking forward to spending a ...
Eighteen: The Magic Number?
Ask the parent of an eighteen-year-old whether their child is an adult, and you’re likely to get a ...
DOMA’s Impact on Estate Planning for LGBT Couples
June 26, 2013 was a landmark day for LGBT couples across the United States. With two much-anticipated rulings, ...
Does Your Estate Plan Include Digital Assets?
As we move further into the “electronic age,” we seem to spend more of our lives online. Many ...
Be Prepared With Year-End Tax Strategies
As the year draws to a close, tax season might be the last thing on your mind. But ...
Five Things Every Woman Should Know About Estate Planning
Not long ago, wives were “silent partners” when it came to estate planning. Husbands were the ones in ...
Five Non-Tax Reasons You Need an Estate Plan
One of the biggest myths about estate planning is that it is something only wealthy people need because ...
M&B Monthly: October 2021
In this edition of M&B Monthly... Letter From The President: Introduction To A Grantor Retained Annuity Trust (GRAT) ...
M&B Monthly: August 2021
In this edition of M&B Monthly... From the President: Introducing our New Grown & Flown Package Grown and ...
M&B Monthly: July 2021
In this edition of M&B Monthly... Letter from the President – Spousal Lifetime Access Trust (SLAT) Estate Planning ...
M&B Monthly: June 2021
In this edition of M&B Monthly... • Letter from the President: Intentionally Defective Grantor Irrevocable Trusts ("IDGIT") • ...
M&B Monthly: May 2021
In this edition of M&B Monthly... • Letter from the President: Federal Estate Tax Updates and Gifting Suggestions ...
Major Capital Gains Tax Overhaul Proposed
Like many of you, we have been closely watching congress and the White House to see what changes ...
Will Your Spouse Inherit Your Estate?
Under Oregon law, if a person passes away (the “decedent”) without a Will/Estate Planning documents, their spouse is ...
Avoid the Costly Mistake That Could Expose Your Family to Unnecessary Long-Term Care Expenses
Because we are living longer, paying for long-term care is a real concern for many of us. However, ...
How does the Secure Act impact your retirement accounts?
Dear M&B Clients & Professional Partners: Upon returning from our end of the year break, we were greeted ...
Serving Our Clients Safely During COVID-19
Dear M&B Clients & Professional Partners: At Myatt & Bell, P.C., the health and safety of our clients, ...
Oregon Estate Tax Rates 2011 to the Present
With proper estate planning, we can significantly reduce, or even eliminate, your Oregon estate tax liability! completely! Even if your ...
The Value of Teaching Our Children About Money
Dear M&B Clients & Professional Partners: One of our joys of serving as attorneys is getting to know ...
11 Steps to Probate a Will in Oregon: Timeline for Personal Representatives and Executors
If someone living in Oregon has named you as the personal representative or executor in their Will, you ...
Federal Estate and Gift Tax Rates
In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate and gift tax ...
How to Make the Most Out of Estate Planning
Dear M&B Clients & Professional Partners: We thank you for your trust and confidence in our firm through ...
Don’t Make Your Kids Go to Court to Take Care of You!
When you become incapacitated, it almost always falls on your children to gather, maintain, and manage your financial ...
Who do you trust to handle your affairs?
When creating your estate plan, you say exactly where you want to leave your assets. But, who is ...
Review Your Estate Planning
Top 10 Reasons To Review Your Estate Plan! Estate planning isn’t meant to be a “one and done” ...
How Likely Is That To Happen?
By: The American Academy of Estate Planning Attorneys The odds of incapacity or premature death are likely higher ...
Estate Planning Attorney John M. Boylston on the Radio
M&B, P.C. Attorney, John M. Boylston, is on Portland Radio Station KKPZ 1330 AM from 5:30-6:00 pm on ...
M&B, P.C. Attorney John M. Boylston Named to Super Lawyers 2014 Oregon Rising Star List
We are excited to announce that Myatt & Bell, P.C. attorney John Boylston has been selected to the ...
Estate Planning For Blended Families
At Myatt & Bell, P.C. we have worked with many blended families, which consist of various combinations of ...
How Estate Planning Saved the Los Angeles Clippers from Donald Sterling
On April 29, NBA commissioner Adam Silver banned Donald Sterling from the league for life and declared that ...
2014 Federal Estate and Gift Tax Rates
Federal Estate Tax: In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate ...
5 Great Habits to Have for Spring and a Reminder for Children Caring for Elderly Parents:
As Oregonians we are accustomed to seeing raindrops on the window and it can be difficult to believe ...
A Letter to Our Clients Regarding Essential Elements of an Up-To-Date Estate Plan
We recently sent this letter to many of our past clients because there have been many changes in ...
Cross-Training for Financial Fitness
By: The American Academy of Estate Planning Attorneys John and Susan have been married for 38 years. Like ...
Peace of Mind for New Moms and Dads
By: The American Academy of Estate Planning Attorneys A brand new baby brings a special kind of chaos ...
Four Tips for a Pain Free Tax Season
By: The American Academy of Estate Planning Attorneys New Year’s Day has come and gone, and April 15th ...
Estate Planning is a Team Effort
By: The American Academy of Estate Planning Attorneys An effective estate plan is not just a stack of ...
How Life Insurance Can Fund Your Charitable Legacy
By: The American Academy of Estate Planning Attorneys Many people might think it is beyond their means to ...
Why Your Trust Shouldn’t be Short and Sweet
You’ve just returned from your estate planning attorney’s office with a draft of your new Trust. As you ...
Why Everyone Needs an Estate Plan
To many people, it sounds complicated and foreign, something only the wealthy or the elderly need to worry ...
What to Expect at Your First Estate Planning Consultation
By: The American Academy of Estate Planning Attorneys Your first meeting with an estate planning attorney may seem ...
Trusts and Income Tax: Who Pays?
Trusts are an incredibly useful estate planning tool, and they’re becoming ever more popular. As Trusts gain popularity, ...
Special Needs Trusts for Children with Down Syndrome
By: The American Academy of Estate Planning Attorneys Every year, about 6,000 babies with Down syndrome are born ...
Three Ways the IRS Rewards Your Generosity
By: The American Academy of Estate Planning Attorneys Giving generously to charity has many advantages, some obvious, and ...
Three Simple Steps for Managing a Windfall
By: The American Academy of Estate Planning Attorneys We’ve all dreamed of suddenly becoming wealthy by winning a ...
The Problem With Joint Tenancy
By: The American Academy of Estate Planning Attorneys Joint tenancy is a popular way for two or more ...
Tax Breaks for Caring for Your Parents
By: The American Academy of Estate Planning Attorneys As our population ages, many of us find ourselves in ...
What You Should Know About Seminars on Wills & Living Trusts
By: The American Academy of Estate Planning Attorneys Have you ever been invited to an estate planning seminar ...
How to Help Others While Reducing Your Estate
By: The American Academy of Estate Planning Attorneys Lately it seems like natural disasters around the world are ...
What Does a Millionaire Look Like?
By: The American Academy of Estate Planning Attorneys Last year (2009), the number of households in the United ...
10 Essential Estate Planning Facts
By: The American Academy of Estate Planning Attorneys "You may delay, but time will not," Benjamin Franklin. Everyone ...
One Big Happy Family: How to Avoid an Estate Dispute
By: The American Academy of Estate Planning Attorneys Picture this: at the end of your long, fulfilling life, ...
Parenting Your Grandchildren? You Need a Solid Estate Plan
By: The American Academy of Estate Planning Attorneys Most grandparents act as caregivers for their grandchildren to one ...
Help! My Attorney No Longer Practices Law
By: The American Academy of Estate Planning Attorneys Deb was like most of the rest of us. She ...
Planning Your Estate? Don’t Forget Insurance
By: The American Academy of Estate Planning Attorneys The term “estate planning” calls to mind the process of ...
Estate Planning Without a Crystal Ball
By: The American Academy of Estate Planning Attorneys One of the primary reasons for planning your estate is ...
Planning Your Estate With a Pet Trust
By: The American Academy of Estate Planning Attorneys We love our pets. Each year, Americans spend billions upon ...
Short and Sweet is Not Always Better
When you compare a do-it-yourself Living Trust with one that was prepared by a qualified estate planning attorney, ...
Don’t be Fooled: Estate Planning Isn’t Just for the Wealthy
Maybe it’s the word “estate” that throws so many of us off, but there is something about the ...
Look After Your Spouse Even After You’re Gone
You and your spouse have worked hard to save for your golden years. But have you planned for ...
Make Sure Your Dreams Don’t Turn Into Nightmares
The financial consequences of a divorce can be costly. You can do things right now to protect future ...
Is Your Ex-Spouse Really Out of Your Life?
Divorce is bad enough, but did you know that your children and new spouse can suffer financial devastation ...
Leaving a Ranching Legacy
No day is typical on a ranch. Things always seem to come up that force you to change ...
There’s No Time Like the Present to Review your Plans
Time passes quickly. Life brings change. While these may seem like platitudes, they reflect the truth of most ...
Getting Value Out of Giving with a Charitable Trust
By: The American Academy of Estate Planning Attorneys Americans are givers. In 2010, we gave more than $290 ...
5 Estate Planning Myths
Estate planning. It's on everyone's "should do" list, but it rarely seems to make it to the top ...
Does a Roth Make Sense for You?
Since Congress introduced the Roth IRA in 1997, certain retirement account owners have been able to choose between ...
Helping your Parents Age Gracefully
As you look back over your life, you realize just how much your parents' support has meant to ...
What to Expect When You’re Inheriting
By: The American Academy of Estate Planning Attorneys Who hasn't daydreamed about what they'd do with an inheritance? ...
Planning your Estate with Privacy in Mind
What would you think about your next-door neighbor or your nosy sister-in-law thumbing through the pages of your ...
Your Family Deserves More than an Estate Plan
If you want to leave a true legacy, a traditional estate plan is not enough. With Legacy Planning, ...
I have an Estate Plan: Do I Still Need My Attorney?
Your estate plan is prepared. Your Living Trust is in place and properly funded, you have a Pour-Over ...
Why a Trust Makes Sense – Even if your Child is Not a Child
If your children have reached adulthood, you might assume it's best to leave them their inheritances outright, with ...
Expecting the Unexpected
Life is full of surprises. None of us have a crystal ball, and this means it is unreasonable ...
The Accidental Spouse
John Ober may or may not have thought he was married, but a Montana court certainly believed he ...
Avoid These Four Asset Protection Pitfalls
By: The American Academy of Estate Planning Attorneys If you have creditors, you should consider which asset protection ...
Moving? Don’t Forget to Review Your Estate Plan
A move brings with it a sense of expectation, excitement, and maybe a little trepidation. Whether you’re moving ...
A Quick Guide to Basis
The word basis can have a lot of different meanings. When we’re talking about taxes, though, it has ...
Protect Your Right to Make Medical Decisions
There is a common misconception that as long as you’re healthy, there’s not much need to think about ...
Proper Planning Protects Your Vacation Home
A vacation home is a special place for a family. You buy a beach house or a cabin ...
Planning for the Worst-Case Scenario
Estate planning is one of those things that’s easy to put off. We don’t like to think about ...
Next Generation Planning for Your Family Business
If you’re like many small business owners, you’ve poured your heart and soul into launching your business and ...
This New Year, Resolve to Review Your Estate Planning Options
The holiday whirlwind is over, you’ve packed up the decorations, and life is settling into its familiar routine. ...
James Gandolfini’s Will: 3 Lessons for You and Yours
When Sopranos star James Gandolfini died unexpectedly at the young age of 51, his estate plan sparked a ...
Is an Irrevocable Life Insurance Trust Right for You?
By: The American Academy of Estate Planning Attorneys Irrevocable trusts are a common estate planning tool, and they ...
How Low Interest Rates Can Influence Your Estate Plan
We all know that low interest rates can create excellent opportunities to buy or refinance real estate. But ...
Insurance: The Missing Link in Your Estate Plan?
Insurance might not be the first thing that springs to mind when someone mentions estate planning. We tend ...
I’m a Trustee! Now What?
It is an honor to be named the successor Trustee of a loved one’s Trust. As the name ...
How to Leave an Inheritance for Your Special Needs Child
We all want to make sure our children are financially secure after we’re gone. But accomplishing this means ...
How the American Taxpayer Relief Act Will Affect You
With the fiscal cliff looming, Congress passed the American Taxpayer Relief Act of 2012 on January 1, 2013. ...
How a Pet Trust Can Protect Your Furry Friends
If you have a pet, you know firsthand the bond that can develop between humans and animals. Many ...
Home: Your Most Valuable Investment
“There is a magic in that little world, home; it is a mystic circle that surrounds comforts and ...
Gifts to Minors: Sharing Your Wealth the Smart Way
One way to reduce your estate tax bill is to give money away during your lifetime. If you ...
Fair Does Not Always Mean Equal
“It’s not fair!” Parents hear this protest all the time, and it often comes from children who confuse ...
Estate Planning is Essential for Same-Sex Couples
You might not realize it, but you already have an estate plan. Even if you’ve never created a ...
Estate Planning Across Borders
As the world gets smaller, it is increasingly common for people to own assets in a variety of ...
An Estate Plan: Don’t Leave Home Without It
Your bags are packed, the reservations have been made, and the kids are looking forward to spending a ...
Eighteen: The Magic Number?
Ask the parent of an eighteen-year-old whether their child is an adult, and you’re likely to get a ...
DOMA’s Impact on Estate Planning for LGBT Couples
June 26, 2013 was a landmark day for LGBT couples across the United States. With two much-anticipated rulings, ...
Does Your Estate Plan Include Digital Assets?
As we move further into the “electronic age,” we seem to spend more of our lives online. Many ...
Be Prepared With Year-End Tax Strategies
As the year draws to a close, tax season might be the last thing on your mind. But ...
Five Things Every Woman Should Know About Estate Planning
Not long ago, wives were “silent partners” when it came to estate planning. Husbands were the ones in ...
Five Non-Tax Reasons You Need an Estate Plan
One of the biggest myths about estate planning is that it is something only wealthy people need because ...