A Professional Co-executor - Easing the Burden

When you drew up your will, you named an executor or “personal representative” to settle your affairs at your death. You may have chosen your spouse, an adult child, another loved one, or a close friend to perform this task.

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Estate Planning and the New Tax Law

Depending on your financial situation, you may be able to adopt simplified estate planning strategies following passage of the American Taxpayer Relief Act of 2012 (ATRA). ATRA sets generous limits when it comes to transferring assets free of federal gift

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My Business Is My Retirement Plan

If that pretty much sums up your thoughts on the matter, you’re in good company. It’s not unusual for most of a business owner’s wealth to be tied up in the business he or she has built. Have you thought

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