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NEWS ALERT: Brand New Proposed Treasury Regulations Under IRC Section 2704 May Significantly Impact Family Business & Investment Entities

August 4, 2016
The Treasury Department and the Internal Revenue Service (“IRS”) have long planned to modify Internal Revenue Code (“IRC”) Section 2704. Finally, on August 2, 2016, ...
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Back to the Basics: First Party vs. Third Party Asset Protection

July 19, 2016
At our firm, most of our clients are hard-working and successful. Having worked hard to accumulate the assets that they have, these clients are often ...
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When it Comes to Life Insurance, “Permanent” Does Not Mean Unchanging

June 27, 2016
Life insurance comes in two very basic types: term insurance and permanent insurance. Term policies, the most common kind, usually provide only a death benefit ...
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How to Fund Your Revocable Living Trust (RLTs Part 3 / Updated February 2019)

April 25, 2016
This newsletter is the final installment of our three part series on Revocable Living Trusts (“RLT”s). The first newsletter in this series was “Should I ...
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Having Those Hard Conversations During the Holidays

December 21, 2015
The holidays are a time when families gather together in celebration. Traditions are carried out and new ones are made. Stories are shared, memories created ...
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In Celebration of National Adoption Awareness Month, We Focus on the Estate Planning Effects of Adoption

November 20, 2015
November is Adoption Awareness Month. In celebration, this issue of the Passionate Estate Planner will focus on adoption, and the estate planning effects adoptions can ...
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Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction (RLTs Part 2 / Updated February 2019)

September 10, 2015
This newsletter is the second part of a three part series on Revocable Living Trusts (RLTs). The first newsletter on this topic was entitled, “Should ...
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Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction (RLTs Part 1 / Updated February 2019)

June 30, 2015
For the most recent information on this topic, please click here. You (or someone you know) may have heard that a Revocable Living Trust (often ...
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