Articles
The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?
January 25, 2013
On January 2, 2013, President Obama signed The American Taxpayer Relief Act of 2012 (the “2012 Tax Act”). Among its many provisions, the 2012 Tax ...
Read More →
Housing for Veterans in Need of Assistance and the Negative Impact of the VA’s Recent “Fast Letter”
December 11, 2012
One of the more challenging aspects of aging involves figuring out what housing is appropriate for us at different stages of life and how we ...
Read More →
Common Pitfalls When Planning Estates for Families with Special Needs Children (Updated April 2023)
November 29, 2012
I recently had the privilege to attend a bar mitzvah in which the young man also has a sibling with a profound disability. His sibling ...
Read More →
Planning for the Protection of the Elderly or Disabled
October 24, 2012
A few months ago, I received a telephone call from an obviously distressed gentleman, who I will call Sam.* Sam’s elderly father, Frank, was in ...
Read More →
Estate Planning for Blended Families – Let Me Count The Ways
October 1, 2012
As we are all aware, divorce is common in the modern U.S. One frequently cited statistic is that about 50% of all marriages will end ...
Read More →
Revocable Living Trusts
September 18, 2012
A Revocable Living Trust (RLT) is a document in which a person names a Trustee (often, the person will serve as his own Trustee initially) ...
Read More →
Importance of Proper Asset Ownership and Beneficiary Designations
July 31, 2012
This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also ...
Read More →
Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)
June 29, 2012
Choosing the fiduciaries to carry out your estate plan can be the most important decisions you make in structuring your estate plan. Why is this ...
Read More →
Request a Consultation
Estate Planning Services
Main Menu
