Articles

Checklist for the Sandwich Generation
by: Lynne Davies

I am a member of the “sandwich generation.” I, like many of you, have taken care of an ill or aging parent while trying to raise children and keep life on an even keel. ... read article

Wills and Payable on Death Designations
by: Andrew Heideman

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Avoiding Conservatorships with a Power of Attorney or Trust
by: Andrew Heideman

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Should I utilize my $5 million gift tax exclusion?
by: Johnny N. Helenbolt & Andrew Heideman

In December of 2010, a last minute deal in Congress concerning the estate and gift taxes increased the gift tax exemption to $5 million. ... read article

Social Security Benefit Options
by: Johnny N. Helenbolt & Andrew Heideman

Social Security benefits are a mystery to many people, including those who are currently receiving Social Security. This article is designed to address your Social Security options. ... read article

“Estate” Hangups
by: Lynne Davies

I’m not crazy about the term “Estate Planning”. I think it’s very misleading. ... read article

Estate Planning for Children of a Marriage
by: Andrew Heideman

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Reducing estate taxes through use of qualified personal residence trust
by: Johnny N. Helenbolt

In the 1980's, many estate planners were utilizing estate freeze techniques to reduce estate taxes for their clients. An estate freeze is a device in which the taxpayer would retain the income from a ... read article