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Latest Blog Posts

It’s a Good Time to Die if You’re Merely Well-off

Posted on: March 23rd, 2011
The estates of wealthy individuals who died in 2010 were not expected to pay any federal estate tax. However, the tax act that took effect in December of last year revived the federal estate tax. For the next two years, the IRS will collect a 35% tax on all estates worth more than $5 million. So while 2010 was good year to die if you were super wealthy, 2011 and 2012 might be good years to die if you’re merely “well-off” – at least from an estate tax perspective. That’s because, beginning January 1, 2013, estates over $1 million would subject to federal estate taxes which can be as high as 55%....

Your Relationship With Money

Posted on: March 18th, 2011
Your relationship with money is very personal and directly relates to a lifetime of experiences. As you move forward in your estate planning are you making it a priority for your advisors to understand exactly what money means to you? Can you see how it can be important for them to know your relationship with money - how you have earned it, the lessons it has tought you, and why you would like it allocated a particular way? Because we all have different experiences with money and a different relationship with it, its imperative your advisors take the time to understand your relationship with money and what it represents for you. Here are some questions that can provide some insight in this area....

Your Virtual Information, part 2

Posted on: February 15th, 2011
In part 1 we talked about some of the important information we keep only in the virtual world ... Now I would like to share with you some of the steps you can take to preserve and protect these assets....

Your Virtual Information, part 1

Posted on: February 9th, 2011
Many of us have online photo albums of our children, grandchildren, and loves ones so we can easily access them at all times and share them with each other. These are memories and personal moments captured on camera that can not be replaced. Many of us have our albums online and not necessarily printed in paper forms. And if no one has access to this information if you become unable to retrieve them yourself, these albums and memories will never be passed along....

Accessing Your Important Medical Information

Posted on: February 1st, 2011
You have taken the necessary time to carefully plan out your legal and medical plans with the help of your attorney and other advisors. You have all of your documents current and in order, including such things as your Health Care Proxy, HIPAA Authorization, and organ donor form. Congratulations, you have given yourself and your family peace of mind! There is however, one more step I suggest you take ...

The Welfare Of A Beloved Pet

Posted on: January 25th, 2011
Did you know that until just recently the Commonwealth of Massachusetts was one of only 6 states that did not allow residents to include their pets in their will?...
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