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An article a few months ago Forbes.com outlined something I have been suggesting to clients for years. There are two estate planning documents that everyone needs, from the day they turn 18 to the day they die. Those documents are a power of attorney…
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My very first blog post for our new website talked about the differences between on-line estate planning services and using a flesh and blood attorney. One of the big differences is that while it is easy to get power to someone, to direct that someon…
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For the last several months our clients have been getting notices asking them to pay for a “Recorded Deed Notice” so they will have “evidence” that they property they own was “in fact transferred.” Clients normally…
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Following up on my recent discussion here about beneficiary designations as a “Stealth Will“, a new survey done by NICSA, a not-for-profit trade association, found little consistency in how financial institutions treat a default beneficia…
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As year end approaches, many clients are considering making gifts to children and grandchildren. Why do people wait to the year end for this? I am not sure, and advise my clients to make their gifts in the beginning of the year, rather then the end.…
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IRS has tips for you as you start to think about making charitable gifts this year. You can find the Tax Tips here, but we have reprinted much of the pertinent information for you: Qualified charities. You can only deduct gifts you give to qualified…
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One the main reasons many of my clients want to create a testamentary trust for their spouse – something we typically call generally a “Marital Trust” is the fear that after their death, their husband or wife (but typically the fear is more…
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