Wills & 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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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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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 ...
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