Should older givers wait to make charitable donations until after the election?
A recent Wall Street Journal article, http://professional.wsj.com/article/SB10000872396390444450004578002112287693002.html?mg=reno-wsj, notes that there is banter in D.C. about reviving the tax rule that allowed taxpayers over…
Top 10 Benefits of a Comprehensive Power of Attorney
The Top 10 Benefits of a Comprehensive Power of Attorney The benefits of a highly detailed, comprehensive power of attorney are numerous….
Estateplanning.com
These are exciting times in the DRC estate planning office as the current tax regime is well on its way to a…
Naming a Family Financial Assistant
Timothy Borchers, a fellow WealthCounsel member based in Boston, MA, recently wrote an article on the importance of naming a Family Financial…
Why you need a family lawyer in divorce or modification cases
One of the hardest things about working in the area of family law is when the client says “it’s not fair”. Unfortunately…
Getting farmers and ranchers to plan
A recent article in Investment News repeats what planners know and hear all the time: farmers and ranchers are notoriously difficult to focus on…
Why Doctors Think Differently About Dying
A recent Wall Street Journal article reveals that doctors more often than others prepare living wills and that doctors more often than not avoid…
Special Needs Trust Planning
A Special Needs Trust is a trust that can supplement the needs of a special needs beneficiary while allowing the beneficiary to…
Should I transfer my home into my revocable trust?
As part of our planning and use of “revocable” or lifetime (“inter vivos”) trusts, I am often asked whether a residence should…
Is a living will enough protection?
Today many clients, having dealt with end of life situations with family members, may be aware that they are predisposed to certain…
