Insights & Guidance

Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

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PRAXIS LAW
Wills

September 4, 2014

When Bad Things Happen To Good People With IRAs

In today’s world, many people accumulate the vast majority of their wealth in an IRA. This is not a bad thing. However, there are some very important ...

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PRAXIS LAW
Estate Planning

September 4, 2014

Planning with family LLCs

If you are a business owner and want to nurture your budding dynasty, you need to seriously consider a layered asset protection plan that includes usi...

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PRAXIS LAW
Elder Law

September 2, 2014

Private Annuities

A private annuity can be a powerful strategy for passing assets to heirs in a tax-efficient manner. It involves transferring property to children or o...

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PRAXIS LAW
Estate Planning

August 5, 2014

Valuing LLC Interests

After the IRS determined that an estate had underreported the value of its interest in a limited liability company (LLC), it assessed an estate tax de...

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PRAXIS LAW
Estate Planning

July 1, 2014

Estate Planning Red Flag: Your Spouse’s Estate Didn’t Make the Portability Election

Earlier this year, the IRS issued Revenue Procedure 2014-18, which permits estates to make a late portability election under certain circumstances. Th...

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PRAXIS LAW
Estate Planning

June 10, 2014

Estate Planning for the Young and Affluent

How can young, affluent people plan their estates when the tax landscape may look dramatically different 20, 30 or 40 years from now? Today, the curre...

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PRAXIS LAW
Estate Planning

June 3, 2014

Estate Planning and Divorce

Going through a divorce can be a traumatic experience — not to mention a time-consuming and expensive one. So it’s no surprise that separating couples...

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PRAXIS LAW
Estate Planning

May 6, 2014

Estate Planning Red Flag: You haven’t discussed gifts to charities that will receive them

It’s a good idea to discuss any planned gifts with charities before finalizing plans. This is particularly important for donations that place restrict...

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PRAXIS LAW
Elder Law

April 8, 2014

An Overview of Long Term Care Options

One of the greatest concerns for the elderly we serve and their families is that of long term care. Two-thirds of seniors will need care at some point...

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