Tag Archives: firm

Important Tax Figures for 2016

The following table provides some important federal tax information for 2016, as compared with 2015. Many of the dollar amounts are unchanged or have changed only slightly due to low inflation. Other amounts are changing due to legislation.  

Living Wills and Health Care Proxies: The Terri Schiavo Case

The Terri Schiavo case is a landmark case that was on everyone’s minds. The bitter battle between her family and her husband lasted a decade and a half after Terri suddenly collapsed in 1990. However, her story has had an enormous impact on American consciousness, demonstrating the importance of having a living will and health care […]
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Seven Reasons to Update a Will

A will is an essential part of planning for the future. But don’t think creating a will is a one-time proposition. Even if you have a valid document, it may need to be updated for a variety of reasons. For example: Deaths – If individuals named (as heirs or executors) have died or they become […]
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A Measured Approach to Selecting the Right Trustee

A trust is often only as good as the person selected to manage it. It may a daunting process, but selecting the right trustee and having fail-safes in place are crucial to ensuring the complexities of a trust are handled appropriately. Here are some of the pros and cons of choosing different trustees. Advantages of […]
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