Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many of us don’t take the steps to get that estate plan in place because we don’t understand the nuances between wills, trusts & dying...
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private. Will Your Final...
Are you married and is the last time you and your spouse updated your estate plan more than a few years ago? Then chances are your estate plan contains good old “AB Trust” planning (also called “Marital and Family Trusts” or “QTIP” and “Bypass Trusts”) which, up...
The following article is reprinted from the GiftLegacy eNewsletter published by the Arthritis Foundation, and written by Philip Walters, the Director of Planned Giving for the Foundation.Personal PlannerTen Reasons to Update Your Estate PlanYou have completed a will...
There has been a lot of discussion about James Gandolfini’s will and his estate planning – or perhaps lack of estate planning might be more accurate. A Forbes article a couple of days ago outlines the biggest shortcomings of Gandolfini’s estate...
Here’s Our Take On What the New Tax Law Means to You The law passed at New Years to deal with the so-called “fiscal cliff” included revisions to estate, gift and generation-skipping transfer (“GST”) tax laws and income tax laws that will affect...
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