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Latest Blog Posts

Estate Planning For Women (And the Men Who Love Them) Question #3 Whom Can You Trust

Posted on: November 14th, 2011
A fellow attorney (and award-winning journalist) Deborah Jacobs authored the book,“Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide”. In her recent 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....

Don't fall prey to the 2011

Posted on: November 7th, 2011
The IRS has identified the "Dirty Dozen" tax scams of 2011. Participating in or falling victim to them can result in real harm to your pocketbook and your freedom. ...

Estate Planning for Women (And The Men Who Love Them) Question #2 Is There Money In The Bank

Posted on: October 19th, 2011
A fellow attorney (and award-winning journalist) Deborah Jacobs authored the book, “Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide”. In her recent 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. ...

Potential Portability Problems

Posted on: October 7th, 2011
Wealthy individuals in the U.S. will find it easier to cut their estate-tax bill as a result of a provision for using their deceased spouses’ exemption credit. Much ado has been made about this new power in estate planning known as “portability,” and for good reason. Nevertheless, it’s also prudent never to put all your eggs in one basket. So it is with the matter of estate tax exemption portability....

Estate Planning For Women (And The Men That Love Them) Question #1 What key deadlines apply when a spouse dies?

Posted on: September 16th, 2011
Deborah Jacobs recently authored an article in Forbes titled “Estate Planning for Women (And the Men who Love Them)”. Since [women] usually survive their spouses, women more often have the last word about how much wealth goes to family, charity or the taxman 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. So for women, estate planning is a crucial part of retirement planning. ....

Amy Winehouse got her will right

Posted on: September 8th, 2011
The late Amy Winehouse was many things to many folks -- fabulous talent, an inspiration to Lady Gaga, an addict who couldn't quite shed her demons all come to mind. Add to that list: wise estate planner....
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