A capital gain is a profit made from selling an asset such as a stock, bond or real estate.  The U.S. government taxes capital gains at different rates.  Short-term capital

DOES THE NAME TERRI SCHIAVO RING A BELL?  All of us watched the unfortunate events on the news BACK THEN involving one family’s struggle with the right to die with dignity. 

Do you have a child, relative or friend that is receiving government benefits?    If they receive any type of inheritance this may disqualify that person from receiving government benefits

We want to help your family avoid court when you die or become incapacitated. You need several estate planning documents to ensure that your assets will not have to go

What will happen if you have no Will or Trust:  If you die without a Will or Living Trust the state will decide what happens to your property through a process

If you have an AB living trust find out why it should be amendment to save money: 1.  The law used to say you could give away $600,000 without Federal

If you have a trustworthy, unbiased, knowledgeable and experienced family member you have chosen as your trustee you are one of the lucky ones.  This is rare.  Congratulations!  But consider

The conventional wisdom is to put your loved ones on the safe deposit box or title the box in the name of your living trust. The problem is, when you

We’re finding the number one reason for the living trust is so that your loved ones don’t have to deal with courts and attorneys. If you don’t have a living

Estate planning is an ongoing process because financial situations change, people come and go out of our lives and  laws can change.  Reviewing your documents and any changes in assets