- Charitable Giving Tip Checklist August 28th, 2010
- Charitable Contribution Gift Letters August 23rd, 2010
- Living Wills; End of Life; Feeding Tubes and Palliative Care August 23rd, 2010
- Insurance Planning Blunders August 9th, 2010
- Pending Tax Changes - Move Fast, Plan Now July 12th, 2010
New Tips
New Audio Clips
- Protecting Yourself as You Age (4:21) March 2nd, 2010
- Home Ownership and Estate Planning (4:47) August 31st, 2009
- Health Proxies; End of Life Decisions; Death Panels (9:16) August 24th, 2009
- Death Panel Hyperbole -- How to Really Protect Yourself (4:37) August 17th, 2009
- Proper Planning with a Chronic Illness (8:14) August 11th, 2009
New Video Clips
- How to Give the Family Farm or Vacation Home September 6th, 2009
- Doctor's Asset Protection September 6th, 2009
- How Can You Plan During Economic Turmoil? September 6th, 2009
- What is Asset Protection Planning? September 6th, 2009
- How You Can Divide Your Estate September 6th, 2009
New PowerPoints
- Tax, Estate and Financial Planning Update April 18th, 2010
- Charitable Planning Through Economic Turmoil December 6th, 2009
- How to Maintain and Administer Your Estate Plan December 6th, 2009
- Chronic Illness: Estate, Financial and Related Planning October 6th, 2009
New Forms
- Email Consent Procedure December 25th, 2009
- Property Management Consulting Agreement Short Sample Form December 17th, 2009
- Consulting Agreement for Inventor - Sample December 17th, 2009
- Sample Short Form Consulting Agreement December 17th, 2009
- Sample Short Consulting Agreement December 17th, 2009
New Glossary Terms
- Bonus Depreciation
- The tax laws have often included special incentives to encourage investment in equipment and other assets by businesses. The recession in 2008 and later encouraged Congress to enact such incentives. One such incenti...
- 179
- Code Section 179 provides a special tax break, called "elective expensing" which permits you to write off (deduct) immediately (in the year of purchase) the cost of a substantial amount of equipment, furniture and o...
- Small Business Investment Benefit
- Small business has always been the engine of employment and economic growth. There are a number of special provisions in the tax law favoring small business. One of these is Code Section 1202 of the tax laws provide...
New Question & Answers
Deed versus Will
December 10th, 2009
All five children (myself and my siblings) are in our parents will, but only 3 are on the deed to their home. Would the to remaining two siblings who aren't on the deed be entitled to any money from the estate from the sale of our parents house? It is being sold because are parents have recently passed away. Read the Answer…
Powers of attorney
December 3rd, 2009
I was told that since I have a multiple sclerosis I should sign an general power of attorney and not use a springing power. What does this all mean and why and how is it different from the power of attorney a lawyer prepared for me years ago before my diagnosis? Read the Answer…
Residual disability - private disability claim
December 3rd, 2009
I was diagnosed with MS and because of complications I have to cut back at work. I was told I should file a claim with my private disability company even though I will be able to work as i might qualify for what they called residual disability benefits. Any suggestions? Read the Answer…
