P-Tax Planning

Critical CARES Act Deadlines: August 31 & December 30, 2020!

August 19, 2020

The Coronavirus Aid, Relief, and Economic Security Act or “CARES Act” was enacted by Congress and signed into law on March 27, 2020. This huge, ...

The Essence of Estate Planning: Let the Journey Begin

May 8, 2014

At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or ...

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 ...

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 ...

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 ...

Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!

March 23, 2012

As readers of our newsletter should already be aware, the 2010 Tax Act is set to expire, or “sunset,” at the end of 2012. This ...

The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination

January 31, 2012

One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively ...

Long-Term Trust-Based Planning Makes Focusing on Intent More Important

November 2, 2011

What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate ...

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