P-Wills & Estate Planning

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 ...

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 ...

Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

September 23, 2011

The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax ...

2010 Tax Act and Videos

August 5, 2011

For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the ...

Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One

June 29, 2011

Eventually, we all pass on. At that point, assuming we didn’t die broke, we will usually leave some form of inheritance to people who survive ...

Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

June 29, 2011

In our last newsletter, we introduced the concept of “GST planning,” which is, in essence, estate planning using the generation-skipping transfer (“GST”) tax exemption ...