Thinking About Gifting to the Next Generation

Posted on January 26, 2012
Category: Uncategorized
By Keith L. Davis As the New Year begins and estate and gift tax uncertainty continues, I think it’s a good time to take a moment and reflect on the social benefits of family gifting rather than just the tax exemption aspects of gifting. 541

Medical Advocacy – It Could Save a Life

Posted on January 19, 2012
Category: Uncategorized
Speaking up for yourself in the healthcare system is not always easy.  But it is your body after all, so why is speaking up so hard?  “I don’t want to question the doctor.” “I assumed my doctors all talked to each other.” “The pharmacy gave me the medication, so I didn’t worry.” “I wanted to ask, but I felt intimidated.” “The hospital has all my records from last time.” 543
A Forbes.com post by a reader whose father had recently passed away is a poignant tribute by a daughter to a father who left her with a lasting legacy of love through careful estate planning.  In the post, she shares what her father did to make his passing easier on her and her brothers: 545

How To Bullet-Proof A Child’s Inheritance

Posted on January 4, 2012
Category: Uncategorized
In this time of frequent divorce and economic uncertainties, asset protection has become a hot topic.  During the past several years, many seminars, attracting increasingly larger audiences, have promoted the use of various sophisticated asset protection vehicles. 547

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