by Kathryn A. Flanigan | Jan 15, 2013 | Uncategorized
Baby boomers who no longer see a young face staring back at them in the mirror are instead surrounding themselves with other young faces by moving to college towns for retirement.While our parents may have blazed their retirement trails to the warm climes of Arizona...
by Kathryn A. Flanigan | Jan 15, 2013 | Uncategorized
Wealthy Californians who dropped a sizable gift on heirs in December due to uncertainty about estate and gift taxes may be having what financial experts are referring to as “gifting remorse.”In a move that surprised many estate planners, Congress made...
by Kathryn A. Flanigan | Dec 18, 2012 | Uncategorized
One of the issues concerning parents or grandparents with significant assets to pass on to children is the ability to pass along their values as well as to how those assets should be used. Too often we hear about heirs who have spent their inheritances unwisely,...
by Kathryn A. Flanigan | Dec 18, 2012 | Uncategorized
The last U.S. Census report showed that the number of couples living together without being married is at record levels. Estate planning can play an important role in protecting the assets of those who are living together in case they eventually split up.Unmarried...
by Kathryn A. Flanigan | Dec 18, 2012 | Uncategorized
Parents who have built up significant assets that they wish to pass on to children may be concerned about asset protection in the event one of their children gets divorced. Estate planning provides several strategies for accomplishing this through:Pre-nuptial...
by Kathryn A. Flanigan | Dec 18, 2012 | Uncategorized
An Equity Reduction Plan (ERP) is designed to protect business or real estate assets, and can be a highly effective form of asset protection for those who have significant real estate holdings or own their business or professional practice (doctors, attorneys, etc)....
