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Latest Blog Posts

The Dilemma Of Disinheritance

Posted on: July 31st, 2012
The motives for cutting a relative out of an estate range from the most primal — hate, abandonment, regret — to the most rational....

Good Preparation Creates a Graceful Exit

Posted on: July 12th, 2012
The wealth of many boomers is tied up in businesses they own. And that can be a problem when it comes time to retire...

Tax Court Rules for Taxpayer in Transfer of Closely-Held Business Interests

Posted on: June 21st, 2012
The Tax Court has just passed a new technique that closely-held businesses owners —and wealthy families — can use to pass assets to heirs with a minimal amount of taxes and complications. The ruling in the case, Wandry v. Commissioner, is stirring up excitement among experts. ...

Separation of Church . . . and Estate

Posted on: May 25th, 2012
For many people, estate planning isn't just about financial assets and other practical concerns. It's also about honoring their religious beliefs and passing those values on to family members. That can be very tricky ground. My legal colleague, Lizette Sundvick, has offered the below commentary in reference to a good Wall Street Journal article on this topic....

Estate Planning For Women (And The Men Who Love Them) Question #7 Should You Give Away Your Assets Now To Save Taxes?

Posted on: April 30th, 2012
A fellow attorney (and award-winning journalist) Deborah Jacobs authored the book, “Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide”. In her Forbes article titled “Estate Planning for Women (And the Men who Love Them)” she indicated the below question is a question every financially savvy woman should be able to answer. ...

Six Things To Do Before Your Spouse Dies

Posted on: April 17th, 2012
While important to both sexes, estate planning often affects women more profoundly. Women live longer on average and tend to marry older spouses, making them three times as likely as men to be widowed at 65. It’s a staggering reality, and here is some pertinent information for coping with this reality. Barbara Stanny recently contributed this article to Forbes. The article gets right to the point in a practical and personal way. ...
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