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Latest Blog Posts

The Basic Estate Planning Task EVERY Adult Needs to Review Today

Posted on: March 12th, 2015
With the federal estate tax exemption at $5.43 million for 2015, many people think estate planning is unnecessary. But there’s one thing ALL adults over the age of 18 need to look at, regardless of estate taxes: beneficiary designations. You would be amazed at how many people neglect this simple step, and their heirs and estate wind up paying for it – sometimes dearly. Ex-spouses inherit large sums every day, and high court rulings have upheld beneficiary designation forms, even if they were woefully out of date or even if the ex waived interest in a divorce decree. ...

Facebook's Connectivity Vision

Posted on: February 27th, 2015
​When Mark Zuckerberg began Facebook, he had a vision that the website would one day be used by a billion people worldwide. To many, this seemed like an unattainable dream. But in 2012, less than a decade after its founding, Facebook hit that one billion user mark. It continues to grow even now, and the recent purchases of platforms like Instagram and WhatsApp have expanded the company even futher. Now, Facebook has a bigger dream. In a recent interview with Bloomberg Business, Mark Zuckerberg discussed his newest venture,, and his vision of connecting the entire globe to valuable online resources. Most people would agree that the internet is an invaluable resource in the modern world. What many may not realize, however, is that only a third of people worldwide have regular, consistent access to the internet. Facebook is now working to change that....

Robin Williams’ Family Fight Over Personal Property Not So Funny

Posted on: February 27th, 2015
Robin Williams’ wife Susan has gone to court over personal items she says were taken from the couple’s Tiburon, California, home without her permission. Williams’ children say their father set up a trust that bequeathed the items to them and that his wife of three years is acting against his wishes. Could this have been avoided?...

10 Essential Questions to Ask Before Selecting a Business Entity

Posted on: February 12th, 2015
If you are starting a new company or have an unincorporated entity that has grown to the point where protection of your personal assets may be desired, the selection of the proper business entity can be critical to the future success of your business. There are 10 essential questions you need to ask as part of the decision-making process before making your selection....

Reasons to Establish a Trust (and Being Rich Isn’t One of Them)

Posted on: February 12th, 2015
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose with their money....

No One "Feeling Good" About James Brown Estate Battle

Posted on: February 6th, 2015
James Brown was known for his signature song, “I Feel Good,” but no one is feeling good about the battle that is still being waged over his estate almost a decade after his death in 2006. The majority of Brown’s estate – estimated to be in the tens of millions of dollars – was distributed via his will to the I Feel Good Trust to provide scholarships to underprivileged children in South Carolina and Georgia. None of those estate proceeds have been distributed to date, due to ongoing litigation between Brown’s fourth wife, Tomi Rae Hynie, his seven children and the trust....