Wills
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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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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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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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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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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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 ...
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