Many people equate estate planning with a will. While a will is an important part of an estate plan, a complete estate plan often includes more than a simple will. Estate plans may include a will, a trust, a power of attorney and an advanced medical directive. There are multiple types of both testamentary trusts (which activate at the death of the testator and are drafted wholly in the will) and intervivos trusts (drafted and funded prior to the passing of the testator). These documents should be drafted to work together   with the rest of your financial plan to form a comprehensive estate plan.
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If you have been named the executor of a will, you have likely been overwhelmed by the various requirements, notices and tax claims. Filling out state and federal schedules and meeting or trying to meet strict deadlines can be difficult. The assistance of a professional who understands estate administration is not only helpful, it is essential. We have many years experience in handling estates, both great and small. Whether your estate is federally taxable and requires additional post mortem planning, or is a simple, one-asset estate, we can help.
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NYT > Business

02/09/2010 12:30 AM
Toyota Details Recall of 2010 Prius for Brake Problems
The worldwide recall will affect about 436,000 units of the 2010 Prius and other hybrid models, according to the company?s filing.
02/08/2010 10:44 PM
In Toyota Mess, Lesson for Japan
Economists said that Toyota?s troubles show that economic change is urgently needed in Japan.
02/08/2010 10:39 PM
Optimism Persists in a Kentucky Town Where a Carmaker Brought Jobs
As production resumes this week in Georgetown, Ky., and other American cities where Toyota builds cars, people are eager to see its recall problems blow over.
02/08/2010 10:44 PM
E.U. Slow to React to Toyota Safety Problems
The system for monitoring car safety across the European Union has appeared, like Toyota, opaque and slow to react.
02/09/2010 01:26 AM
UBS Returns to Profit but Clouds Linger
UBS posted its first quarterly profit in over a year Tuesday, but customers continued to pull money out of the bank, sending its shares down.