Oct 29, 2015 | Asset Protection Planning, Business Law Blog, Estate Planning
Jim came across an important article today from Financial Advisor on important changes to social security benefits that will affect many married couples. Please read it here: Budget Deal Could Cost Couples Big Money in Social Security Benefits. If you have any...
Oct 28, 2015 | Asset Protection Planning, Business Law Blog, Estate Planning
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we’ve learned from the likes of The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do die, and it’s...
Oct 21, 2015 | Asset Protection Planning, Business Law Blog, Estate Planning
In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his colleagues, helped pass a law which declared the third week in October “National Estate Planning Awareness Week.” This...
Oct 16, 2015 | Asset Protection Planning, Business Law Blog, Estate Planning
Below is a chart showing the tax returns due dates that were recently revised by the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 (“2015 Highway Bill”)....
Oct 14, 2015 | Asset Protection Planning, Business Law Blog, Estate Planning
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find:...
