Newsletter Articles

Estate Planning: Your Letter of Final Wishes

By: Rob Clarfeld - December 11, 2017

Your will is your single most important estate planning document for many reasons. Generally, the attorney drafting your will also prepares ancillary documents such as power of attorney, living will, and health care proxy – all quite important.  


House Bill Repeal Of GST Would Defuse A Ticking Time Bomb For Trust Fund Kids

By: Peter J Reilly - December 8, 2017

One of the most important provisions of the House version of Tax Cuts And Jobs Act is the repeal of the Generation Skipping Tax. GST repeal is not getting much attention.  The scoring of GST is lumped in with the repeal of the estate tax at $172 billion. 


Why Your Estate Plan May Divide Assets Equally, But Not Fairly

By: Mark Eghrari - December 6, 2017

You do your best to treat your children fairly and equally. That might -- may -- be straightforward when it comes to bedtime or when you decide they're old enough to start dating. 


Financial Planning Checklist for Beginners

By: Jennifer E. Myers - December 4, 2017

October is Financial Planning Month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and to open opportunities for you and your family. 


Are The Tax Bills Fair? House, No. Senate, Yes. So Far.

By: Martin Sullivan - December 1, 2017

The ultimate fate of the tax cut now before Congress will probably depend more on fairness than competitiveness. But what is fairness?