Estate Planning Articles
The basic task of estate administration is to validly dispose of the
property of the decedent according to their wishes, or in the absence of
expressed...
Not every business can afford to reward key employees with the largess
of a Tyco or Enron. Yet rewarding key employees is very much a fact of
life for many small business owners. Since planes, homes, boats, and
forgiven loans are...
Today, thanks to the world’s largest library, the Internet, it is
possible to gather the information necessary to attempt your own estate
plan. However, it is much too easy to overlook key planning
opportunities that can cause the estate to pay...
Bookstores have stacks of self help financial planning books bearing
titles such as the “Nine things you need to know now,” or “Eight secrets
to a successful … ,” or “Seven Rules for ... ” etc. All miss the real
point of financial planning and that it is the...
He sits in his study, surrounded by the trappings of wealth acquired by
a lifetime of hard work, musing about his successes; successes that have
allowed him to build a very lucrative business, raise and educate his
children, and now offer him time to...
Lets us look at the case of a couple seeking estate planning advice.
They had worked hard to develop a successful family business, which they
had recently sold. They wanted to pass on their sizable estate to their
two children and...
The much ballyhooed estate tax reform and potential repeal is just that…
potential. Congress made the tax law change subject to reversion to the
existing law by 2011 unless modified by a...
The Massachusetts court decision allowing gay and lesbian marriages to
be recognized has captured a great deal of media attention. From a
financial planning perspective, this issue raises the question of....
The Massachusetts court decision allowing gay and lesbian marriages to
be recognized has captured a great deal of media attention. From a
financial planning perspective, this issue raises the question of....
Megan bounced around my office like a tennis ball with blond curls while
her parents and I discussed their simple estate plan. They both wanted
enough
life insurance to ensure
that the survivor would be able to continue life comfortably. However,
the stumbling block in the plan came when I noted that....
There is a name for the ultimate act of procrastination—“intestacy.”
That is the legal term given to those who fail to plan for their passing
and die without a will. This basic step in estate planning is
overlooked by more than half of...
There is a name for the ultimate act of procrastination—“intestacy.”
That is the legal term given to those who fail to plan for their passing
and die without a will. This basic step in estate planning is
overlooked by more than half of...
Mobility has made us a transitory society. A century ago, it was likely
we would spend our whole lives not far from where we started them,
surrounded by lifelong friends and family. Today, it is not uncommon to
move many times...
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