Entries tagged: estate planning

Posted: February 19th, 2016

Last month I discussed the ins and outs of a Health Care Proxy. This month I’d like to discuss its […]

I Need An Estate Plan – Part One

Posted: January 22nd, 2016

Well, it’s a new year and everyone has made their New Year resolutions. Hopefully one of those resolutions is to […]

Be Careful When Rolling Your IRAs

Posted: December 18th, 2015

This is the end of the year. Since many of my senior clients have to take out the Required Minimum […]

Fiduciaries You May Not Want

Posted: October 20th, 2015

In past articles I’ve spoken about how to appoint the proper fiduciaries (executors, trustees, guardians, etc.). But what about those […]

The Estates of the Rich and Infamous

Posted: September 25th, 2015

Being rich and famous doesn’t always mean that you’ve got a good estate plan, and there’s no guarantee that there […]

Keeping Your Inheritance in a Divorce

Posted: August 26th, 2015

In past articles I’ve spoken about what documents you need to get rid of or update before, during, or after […]

How Portable is the Estate Tax Exemption?

Posted: July 15th, 2015

The IRS just came out with their final rulings on how portability is to be used for the federal estate […]

Joint Accounts May Be a Poor Estate Plan

Posted: June 22nd, 2015

Many of my senior clients see joint ownership of all their assets (such as investment accounts, bank accounts and real […]

Estate Planning for People with Vacation Homes

Posted: May 20th, 2015

Now that spring is finally here, people start to make plans to spend time in their vacation home. Then they […]