IRS Announces Relief to those affected by Hurricane Irma

IN THE WAKE OF HURRICANE IRMA, THE IRS IS TAKING ACTION. Internal Revenue Code Announcement 2017-13 provides relief to victims of Hurricane Irma, which caused damage to Florida and several other areas.  It permits easier access to victims’ funds held in workplace...

Why Factoring Long-Term Care Into Your Estate Plan Pays Off

For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that misses one pretty significant consideration: the need to plan for long-term care. The last thing any of us want to contend with when a...

Got Stuff? George Carlin Says You Need An Estate Plan!

George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on “stuff.” We all have stuff, and we’re pretty particular about our stuff. We move it around with us, it’s hard for some of us to get rid...

Top 2 Ways Courts Get Involved in Your Estate, and How to Avoid Them

Nobody wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings can make their way into the...