The Senate passed an eleventh-hour tax law on New Year’s Eve and the House of Representatives followed suit a day later, averting, for now, the so-called “fiscal cliff.” It appears that the new law is … [Read more...]

Estate Planning, beyond legal documents. We often talk to our clients about the importance of having a Power of Attorney for assets and an Advance Health Care Directive. These documents name an agent … [Read more...]

Last week the attorneys in our office attended a national educational summit in San Diego, California hosted by the American Academy of Estate Planning Attorneys. The Academy is an exclusive national … [Read more...]

In November 2008, Congress designated the third week in October is National Estate Planning Awareness Week!  http://www.govtrack.us/congress/bills/110/hres1499/text We want to remind everyone our … [Read more...]

I recently went to a dinner party where I knew none of the other guests, aside from my husband. As is standard practice, the small talk began with “What do you do for a living?” I explained I practice … [Read more...]