Category Archives: Uncategorized

Have a Great Holiday

          Merry Christmas to all!

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Don’t Forget to Review Beneficiary Designations

Even a well tuned estate plan can be defeated by failing to update beneficiary designations for bank accounts, brokerage accounts, and qualified plans (such as IRAs). Here are some points to consider: If a designation is made, it will ordinarily … Continue reading

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“How to Spot a Liar”

This subject may not seem to be explicitly about the subject of estate planning, but it is intertwined with everything an estate and financial planner does.  Your attorney can prepare the most wonderful documents, which are easily undone by an … Continue reading

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A Medicare Resource for Choosing a Nursing Home

The question of whether to place mom or dad into a nursing home can be daunting enough.  If the answer is “yes,” or “it has to be done,” then comes the natural follow-up question – OK then, which one? Medicare’s … Continue reading

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Thoughts on Using Internet Legal Estate Planning Services

I recently had a prospective client ask: “Why should I hire you, when I can go to an internet service and obtain a trust?”  This was a good question – one which deserves a fairly involved answer. I realize that … Continue reading

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Tax Deal in the Offing

I have posted periodically about the estate tax, which is set to return next year with an individual exclusion of $1 million.  However, as part of the tax negotiations between Congress and the President, it appears that there may be … Continue reading

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End of Year Planning

There are a number of “quick and dirty” ways to do some year end estate planning to minimize tax liability — especially if you need to get assets out of your estate or if you would simply like to gift … Continue reading

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Happy Thanksgiving to all

I thought that this was real cute…I hope all of my readers have a wonderful Thanksgiving Holiday:

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Some Choosing Death Over Taxes

Not surprisingly, the fact that the estate tax is returning next year, with only a $1 million per-person exemption is having an effect. Who says that voting in elections doesn’t matter? Unfortunately, there are some elderly who are choosing choosing … Continue reading

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On the Estate Planning "Conversation"

I have seen a wide range of attitudes among clients. Without getting into too much detail, I have seen everything from gratitude to suspicion. I realize that many clients are sometimes pulled into an estate planning meeting unwillingly — by … Continue reading

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