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Schedule Your Free Consulation06
Mar
The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony…What Could They Possibly Have in Common?
The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony…What Could They Possibly Have in Common? Actually, they do have something very important in common: your estate plan. In this issue of The Wealth Advisor, we will look at what the recent debt ceiling debat...
View MoreCategories: Estate Planning Trusts
06
Mar
An Introduction to Asset Protection Planning
Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid creditors. Whether meritorious or not, defense can be enormously costly. With our litigious society, with limi...
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Mar
Estate Planning – A Process, Not an Event
You have signed all of your estate planning documents and, if your plan includes trusts, completed their funding. You sit back, relax, and enjoy the peace of mind that comes with completing that task. But don't bask in that feeling for too long—estate planning is an o...
View MoreCategory: Estate Planning
06
Mar
The Door Is Closing – Unique Gift and Estate Planning Opportunities in 2012
2012 is truly an exceptional year to do estate planning. The estate, gift, income and generation skipping transfer (GST) tax laws are the most favorable to taxpayers since the 1940s, or possibly ever, and are scheduled to become far less favorable in 2013. That gives taxpayers li...
View MoreCategories: Estate Planning Taxation Trusts
06
Mar
New Law Creates Exciting Planning Opportunities
The purpose of this newsletter is to inform you of changes in the law and to provide planning information and general financial news. These newsletters also give me a chance to share new techniques to enhance your planning, as well as to help you to stay current with tactics desi...
View MoreCategories: Estate Planning Ira Distribution Planning Trusts
06
Mar
Planning for Disability
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we'll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of The Wealth Advisor examines the eye-opening...
View MoreCategories: Elder Law Estate Planning Guardianships Legal Advice Medicaid Trusts
06
Mar
Who Should Be Your Successor Trustee?
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trust...
View MoreCategory: Estate Planning
06
Mar
Estate Planning for Unmarried Partners
Estate planning creates a set of instructions specifying how your property is handled after death. While important for everyone, estate planning is critical for unmarried partners-opposite sex or same sex. Avoid the State Default PlanIn a way, everyone has an estate plan...
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06
Mar
Sample Letter to the Family
We often encourage clients to write a letter of wishes or instruction to their family regarding their estate plan. Below is a sample: February 26, 2013 To J_______, S_____, S______, B_______, S__, J______, and our Trustees, It’s six years since we put our estate plan into place a...
View MoreCategory: Estate Planning
06
Mar
Estate Tax Update
On January 2, 2013 President Obama signed the American Taxpayer Relief Act (ATRA) into law. Many of the temporary provisions from prior tax acts were made permanent ending much confusion and speculation. Federal Estate, Gift and GST Taxes − The estate tax, gift tax and generation...
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