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Powers of Attorney: Springing vs. Non-Springing

Estate planning typically focuses on what happens to your assets when you die, but it’s important plan for making critical financial and medical decisions if you’re unable to make those decisions.

Beware the GST Tax When Transferring Assets to Grandchildren

As you plan your estate, don’t overlook the generation-skipping transfer (GST) tax. Complexities surrounding its allocation can create several tax traps for the unwary.

Don't Overlook Tax Apportionment When Planning Your Estate

If you expect your estate to have a significant estate tax liability at your death, be sure to include a well-thought-out tax apportionment clause in your will or revocable trust.

July 2017 Investment Update

U.S. economic conditions rebounded in the second quarter. Real GDP grew at an annualized rate of 2.6% from April through June, following a first-quarter reading of just 1.2%

Vacation Home Tax Considerations

The last recession took a toll on the value of vacation homes. The National Association of Realtors reports that, from the end of 2007 through 2012, when primary homes were dropping in value by...

Phased Retirement: The New Way to Rightsize Your Career

Working later life is on the rise, which is creating challenges for employers. Phased retirement is a growing trend that's showing promise. Is it right for you? Let's take a look.

When a 15-year Mortgage is the Right Way to Go

Why is a 30-year mortgage the standard? For many homebuyers, it's due to affordability. Monthly payments are lower on longer-term loans. But for some, a 15-year is a great fit. Let's take a look...

IRS simplifies procedure for obtaining extension to make portability election

An estate now has additional time to make a portability election without filing a ruling request. The IRS has also simplified the procedure.

June 2017 Investment Update

The U.S. economy continues to expand at a steady pace, albeit a slow one. The overall employment picture continues to improve, with employers adding 138,000 jobs in May 2017.

Investment Overview: 2nd Quarter 2017

The U.S. economy continues to expand at a steady pace, albeit a slow one. According to the Bureau of Economic Analysis, U.S. Gross Domestic Product (GDP) grew by 1.4% in the first quarter of 2017.

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