Hidden Dangers in Outdated Trusts
Jul 09, 2013
The estate tax laws have been in a state of flux over the last several years, making estate planning somewhat challenging for many clients. The recent changes in the estate tax laws that occurred earli...
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URGENT ALERT: For Anyone Administering an Estate of a Decedent Who Died in 2011
Sep 30, 2011
If you are the surviving spouse of someone who died this year, or if you are administering an estate of a person who died in 2011 and there is a surviving spouse, it is essential that you contact legal...
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Estate Tax Law Update:Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act
Dec 17, 2010
The Tax Relief,
Unemployment Insurance Reauthorization, and Job Creation Act of 2010, signed into law on December 17, 2010 contains significant changes to the estate and gift tax laws, as well as othe...
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Choosing Fiduciaries: Financial Fiduciaries, Medical Decision-Makers and Guardians for Children
Oct 17, 2010
1. Financial Fiduciaries Who do you want to manage your financial affairs if you lose capacity? Many people default to naming their spouse first, followed by one or more of the children. This may ...
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Five Tragic Mistakes to Avoid in Estate Planning
Oct 13, 2010
1. Failing to Plan The first tragic mistake people make in their estate planning is simply failing to plan. Everyone needs an estate plan so that, at a minimum, YOU decide:
A) who will make fina...
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