Archive | Estate Planning

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If You Don’t Have a Will, Healthcare Proxy, and Power of Attorney, You’d Better Read This!

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I recently went through the heavy and mournful experience of making end-of-life decisions for a close family friend. Luckily, she had planned for the worst and provided clear instructions to the appropriate people about her wishes. It made things a bit easier, but it really drove home the importance of planning ahead and crafting a […]

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Poor House

Could Inflation Put You in the Poorhouse?

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In these uncertain economic times, I often get questions from clients about hyperinflation and whether to be worried about it. While the US has experienced periods of higher inflation in the past (many people remember the ‘70s, when prices went up an average of 7 percent a year), over the past 30 years inflation has […]

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Transfer on Death Designation

Building an Estate Planning Toolkit: The Transfer on Death Designation – TOD

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In addition to wills and trusts, there are many tools available to you in developing an estate plan. While different tools are appropriate for different asset classes, family structures, and goals, it is important to know about the possibilities.  In this article, I’ll focus on the Transfer on Death, or TOD, designation, which can help […]

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2011 Key Tax Planning Numbers pic

2011 Key Tax Planning Numbers

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Here are your  2011 Key Tax Planning Numbers to get a head start on the new year.  This piece lists key figures for 2010 and 2011 in the following planning areas: Individual income tax planning Investment planning Education planning Retirement planning Business planning Estate planning Protection planning Government benefits See Your 2011 Key Planning Numbers

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