Are You Ready for the 2011 Tax Changes?

If ever there was a time to call your estate planning or tax attorney, now is that time. The tax cuts instituted by the Bush administration in 2001 and 2003 are set to expire in 2011 unless Congress does something to stop it before the end of this year.  There are many proposed bills up for discussion right now but it’s anyone’s guess which, if any, will be passed in time. If you are a single person earning Read More

Summertime and the Living is Easy

Summertime in the U.S.A. Kids live for it… Parents spend much of the year trying to plan for it… It’s the perfect time of year to get out of our comfort zone and break free from the safe routine of daily life.  Yet along with pushing those boundaries and living the adventure comes the increased possibility of accident or injury - those unexpected events we spend the least amount of time planning for and years Read More

Can’t Pay Your Mortgage? Don’t Pay a Fee For a Loan Modification Until You Read This!

If you are having trouble paying your mortgage or afraid you might be in trouble once your adjustable rate mortgage (ARM) resets, please read this blog post by Alexis Martin Neely, founder of the Family Wealth Planning Institute. Read More

The 5 Documents Every Parent Needs in 2009

Today, I am passing along a true story originally published in Parents magazine. This story is repeated more often than you realize. The sad part is that this should not happen to any family... When Aliina Laine was 8, her mother died suddenly, leaving six children, ranging in age from 8 to 26, and no will. After his wife's death, Aliina's father decided to write a will, but he died of a heart attack five weeks Read More

Have You Read Paul Newman’s Will?

What's the story with Paul Newman's will? As is often the case with celebrity wills (Heath Ledger, Leona Helmsley, and Anna Nicole Smith, most recently), Paul Newman's will is posted to the Internet. You can go ahead and read it here if you're interested. There is a lesson for you in Paul Newman's will. It's this - all wills are public documents when they are filed with the probate court. Yours will be too. Now, Read More