Quite a few of my clients come to see me with a set of older documents which have a Will as the main legal document for managing their … [Read more...] about 5 Reasons to Use a Living Trust to Distribute Your Estate
How Do I Include Intellectual Property into My Estate Plan?
The estate you leave behind after your death consists of all real and personal property as well as tangible and intangible assets owned by … [Read more...] about How Do I Include Intellectual Property into My Estate Plan?
A Living Trust can significantly reduce costs of Administration.
A living trust is among the most common additions to a typical estate plan. One reason for this is that a living trust can be used to … [Read more...] about A Living Trust can significantly reduce costs of Administration.
A Living Will brings Clarity to your Estate Plan.
I stress to clients that a comprehensive estate plan should do more than focus on what happens after they are gone. In fact, a successful … [Read more...] about A Living Will brings Clarity to your Estate Plan.
Tax Reporting with Trusts
My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Tax Reporting with Trusts
Taxation of Nongrantor Trusts
My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Taxation of Nongrantor Trusts
Advantages of Using a “Grantor Trust” in Planning
My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Advantages of Using a “Grantor Trust” in Planning
Plan Early to Protect Your IRA in Advance of a Possible Medicaid Application
Given the high cost of nursing home care, I often discuss with clients how to protect and manage their estates in the face of this risk. … [Read more...] about Plan Early to Protect Your IRA in Advance of a Possible Medicaid Application
What Is the Uniform Transfer to Minors Act?
Many of my clients wish to make lifetime or testamentary gifts to minors as part of their estate planning. One tool to know about when … [Read more...] about What Is the Uniform Transfer to Minors Act?
