Estate Planning
Anatomy of an Estate Plan
Everyone can benefit from planning for the future, whether it involves the distribution of property, tax reduction, or the care of family…
House Passes Ban on Tax Strategy Patents
On September 7, the U.S. House of Representatives passed H.R. 1908, The Patent Reform Act of 2007. Section 10 of that bill…
Anatomy of an Estate Plan
Everyone can benefit from planning for the future, whether it involves the distribution of property, tax reduction, or the care of family…
Seniors in Love – the Practical Considerations
Are you a widowed retiree who has found love again and is considering marriage? Or maybe you’re a middle-aged child whose parent…
Estate Planning School
CNNMoney.com contains a wealth of information about financial matters, including Money 101, a series of 43 lessons. In particular, check out Lesson 21, Estate Planning….
Consumer Reports – Use a Lawyer for Estate Planning
This afternoon a client brought to my attention an article on do-it-yourself finance-related matters, including estate planning, in the May 2007 Issue…
10 Things Your Estate Planner Won’t Tell You – My View
I recently came across an article on SmartMoney.com entitled 10 Things Your Estate Planner Won’ t Tell You. Being an Estate Planner, I…
10 Things Your Estate Planner Won’t Tell You – My View
I recently came across an article on SmartMoney.com entitled 10 Things Your Estate Planner Won’ t Tell You. Being an Estate Planner, I…
Estate Tax Revenues Drop
An article by Robert Frank in yesterday’s Wall Street Journal describes the recent dramatic drop in taxable estate tax returns. The rising…
Top 10 Estate Planning Tips for 2007
1) Last Will and Testament- Have an up-to-date, professionally prepared Will or Living Trust. Keep the original in…
