Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
July 10, 2013
Here is another estate tax tale of woe. Like so many Americans, Mr. Gandolfini didn’t have an estate plan in place. One might think since he had a pre...
July 10, 2013
No matter where you live if you have a special needs child, estate planning for your family has another dimension that needs to be addressed. This art...
June 11, 2013
This is a memo from the IRS providing guidance on how to treat this issue when it arises. https://www.irs.gov/pub/foia/ig/sbse/igm_sbse_05-0612-035.pd...
June 11, 2013
This is a topic on which I have previously written. It keeps coming up because there is no uniformity across the states on gaining access to online ac...
June 3, 2013
Regardless of a person’s age, health and net worth, a Will is essential in determining what happens to his or her children and wealth after death. Thi...
May 30, 2013
Most of you have probably heard about the durable power of attorney. This document is extremely powerful. It is so powerful because it basically gives...
May 30, 2013
The Staggering Costs of Dementia Most of us know of someone who has been diagnosed with dementia. It is a costly, heart-breaking and life-altering syn...
May 2, 2013
If a person isn’t 100% comfortable that their chosen trustee could effectively handle the associated responsibilities, appointing a trust protector mi...
April 29, 2013
A week or so ago the issue of estate planning came up again on the show Grey’s Anatomy. The first incident was when Dr. Mark Sloan was in the plane cr...