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Recent Posts
  • Use this snow day to the utmost and review your estate plan
    Use this snow day to the utmost and review your estate plan

    Another snowy day. I can hardly believe it. Days like this, when school is canceled and I work from home seem to last forever. But in truth, I know how quickly time can fly by. Many people remind me ...

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  • Report: Inheritance causes tension in 25 percent of families; here is how to avoid that
    Report: Inheritance causes tension in 25 percent of families; here is how to avoid that

    There’s no such thing as a good time for a family fight, but one of the worst is after a death. In a recent Ameriprise Financial survey of 2,700 people, 25 percent said an inheritance caused ...

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  • Estate & GST Tax Repeal Legislation Introduced in Congress
    Estate & GST Tax Repeal Legislation Introduced in Congress

    On January 24, 2017 Congresswoman Kristi Noem introduced H.R. 631 in the House. H.R. 631 would repeal, as of the date of enactment, the Federal Estate and Generation Skipping Transfer Tax. There are ...

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  • Special Needs Trust Fairness Act becomes law.
    Special Needs Trust Fairness Act becomes law.

    On December 13, 2016, President Obama signed into law the Special Needs Trust Fairness Act as part of the 21st Century Cures Act . The new act allows first party special needs trust to be established ...

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  • Child Support for Children with Special Needs
    Child Support for Children with Special Needs

    If you pay or receive child support for a child with special needs, there are facts you need to know to ensure that your child is protected: For a Minor Child A disabled person’s assets and income ...

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  • Post-nuptial agreements and Estate Planning
    Post-nuptial agreements and Estate Planning

    A post-nuptial agreement is, as its name suggests, a marital agreement entered into after a couple is married. Similar to a pre-nuptial agreement, a post-nuptial agreement creates an outline of how ...

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