Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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Teaching Points From The Estate Of A Soprano
Tony Soprano may have been an expert at hiding his money from the feds, but actor James Gandolfini, the recently deceased ... Estate Planning

Date: 08/02/2013 Category: Estate Planning
When Baby Boomer Retirees Inherit
For those retirees who had not planned on receiving an inheritance or are happily surprised at the amount they receive, it's ... Elder Law

Date: 08/01/2013 Category: Estate Planning
Charitable Intent Key To Easement Success
I think that conservation and façade easements are a great idea, but only if you have a sincere desire to help protect your ... Charitable Gifting

Date: 07/31/2013 Category: Estate Planning
Summer Vacation – Perfect Time For “The Conversation”
Chances are good you will be spending some vacation time this summer with older family members. If so, take the opportunity ... Elder Law

Date: 07/30/2013 Category: Estate Planning
Life Insurance – Incidents Of Ownership (May) Trigger Estate Taxability
When are the proceeds of life insurance policies includible in a taxpayer's gross estate? Fact: the estate tax is set to some ... Estate Planning

Date: 07/24/2013 Category: Estate Planning
Home Is Where The Estate Is
Except in the case of the superrich, [real estate] is most likely the parents' major asset, and their children understandably ... Estate Planning

Date: 07/21/2013 Category: Estate Planning
College Funding Considerations
The Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) are sometimes called the ... Estate Planning

Date: 07/20/2013 Category: Estate Planning
Employee Skin In The Game – Family Business Stock
Owners want non-family business leaders to behave like owners, and so they give them shares. Trying to align incentives is ... Business

Date: 07/17/2013 Category: Estate Planning
Income, Not Assets, Determine Obamacare Subsidies
This week, I answer readers' questions about how income and other assets will affect health insurance choices and ... Elder Law

Date: 07/12/2013 Category: General
Why Are Charitable Donors Charitable?
Many philanthropic advisers stress that giving is not always this black and white: people need to get the emotional reward of ... Charitable Gifting

Date: 07/11/2013 Category: Estate Planning
Protecting The Inheritance From And For Your Heirs
According to a recent WealthCounsel survey, 35 percent of people are crafting their estate plans to avoid mismanagement by ... Estate Planning

Date: 07/10/2013 Category: Estate Planning
Annual Gift Exclusion Opportunities Abound
Here is some background on what is known as the "annual gift-tax exclusion." You can give away as much as $14,000 ... Estate Planning

Date: 07/09/2013 Category: Estate Planning

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