February 2011 Newsletter

Michell S. Bradie Named Business Person Of The Year, Will Your Bank Account Be Frozen When Your Spouse Dies?, Prepared Minutes of Annual [...]

January 2011 Newsletter

Where Is Your Will And Who Knows Where To Find It? IMPORTANT – File Your Franchise Tax Return, Even If No Taxes Are [...]

December 2010 Newsletter

Estate Taxes in the New Year, and new 1099 Reporting Requirements under the new “Obama [...]

Can Helping Someone Actually Hurt Them?

How can helping someone hurt them? By leaving a child or a loved one a gift in your Will, could you really be causing them more problems? The answer is [...]

Where Is Your Will And Who Knows Where To Find It?

If you have prepared a Will, congratulations!  One study showed that 66% of all Americans do not even have a Will.  However, another study showed that of those folks that actually prepared Wills, close to 80% could not readily locate it.

Where are you keeping your Will, and who knows were to [...]

Protecting Ourselves And Our Loved Ones, Personally And For Business

A. Personal Items We Should All Have:

Will
Medical Power of Attorney
Statutory Durable Power of Attorney (for financial matters)

B. Personal Items We Should At Least Consider Having:

Directive to Physicians (also known as a “Living Will”)
Declaration In Event of Guardianship
Declaration In Event of Guardianship for Minor Children
Disposition of Remains
Insurance

o   Life Insurance

What Will The New Year Bring For Estate Taxes?

An end of year deal was recently struck between Congress and President Obama to extend the Bush tax cuts for two years. The new law also provides estates up to a $5 million exemption from paying federal estate tax ($10 million exemption for couples), and set the estate tax rate at 35 [...]

October 2010 Newsletter

Trick or Treat?, The Truth About Revocable Living Trusts, What Is A [...]

The Truth About Revocable Living Trusts

I have received a number of calls recently from people that have been contacted by organizations pushing Revocable Living Trusts and trying to scare them with misinformation and half-truths. [...]

September 2010 Newsletter

Election Day is Coming, Does My Adult Child Need A Will?, and Check Your Old Contracts For Automatic [...]