Articles & FAQs
It's summer time! If you are leaving your children in someone else's care, please also leave a consent form for emergency medical treatement, so that if something happens, doctors can treat your child in your absence. Without your signature on such a consent form, doctors cannot provide treatment to a minor. Click on the title here to download a Parental Medical Release Form in .pdf form, or here to download a Word file.Learning about Portability
The new tax law makes permanent a new feature in estate tax law, portability, which allows a surviving spouse to make use of the deceased spouse's unused exemption from federal estate tax. We summarized this in our 2013 Newsletter. Click here to download a longer explanation of portability, or read the article below online.Digital Estate Planning
Most of us don't yet think about including information about our digital assets in our estate plans. But we should. If you die or become incapacitated, your family needs to know your passwords, your online accounts, and your automatic deposits and payments. To get started, click here to download an article and inventory form for your Digital Planning, or read the article below online.Avoiding Lottery Scams
Seniors are being targeted by scammers who call to tell them that they've won a foreign lottery. All they need to do is send a small amount of money, or provide confidential financial or personal information, to claim their prize. Don't be fooled and don't let anyone you know be fooled. Click here to download an article and learn more, or read the article below online.