Articles
Preparing for Incapacity: The Documents You Need and Traps to Avoid (Updated April 2023)
February 18, 2014
By Diane B. Weinberg and Loraine M. DiSalvo In the last edition of The Passionate Estate Planner, we discussed the different levels of incapacity an ...
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Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023)
October 21, 2013
In past issues of The Passionate Estate Planner, we have emphasized the benefits which trusts can provide for those who want to transfer assets to ...
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IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?
September 17, 2013
I. Introduction and Summary. Most people today have a significant amount of their retirement savings in Individual Retirement Accounts (“IRAs”) or one of many other ...
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Planning For Married Couples After the 2012 Tax Act: Should You Transfer Assets to Your Spouse Outright or in Trust?
July 30, 2013
In this installment of the Passionate Estate Planner, we consider one of the fundamental estate planning questions that married couples need to answer: Whether assets ...
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How to Execute (Sign) a Will and the Importance of a Self-Proving Affidavit (Updated February 2023)
June 20, 2013
We are going back to the basics in this newsletter. We will first discuss what must happen for a Will to be validly executed. We ...
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Estate Planning & Probate Section selected as Small Section of the Year
May 29, 2013
The Atlanta Bar Association’s Estate Planning & Probate Section was selected as the Small Section of the Year for the Atlanta Bar Association’s 2012-2013 fiscal ...
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What is a Trust?
May 22, 2013
For this month’s newsletter, we will go back to the basics to ensure that our readers can answer the basic question: What is a Trust? ...
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Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012
February 27, 2013
As the bar for “wealth” moves north many individuals we meet are lulled into thinking that complex estate planning strategies are reserved for those other ...
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