Estate Planning
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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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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) ...
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