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Recently Added

video Corporate Transparency Act: Which Trust Appointments/Powers Might Be Beneficial Owners
January 02th 2024
video Corporate Transparency Act: Revisit all Irrevocable Trust Appointments/Powerholders
December 31th 2023
video Introduction to the Corporate Transparency Act
December 04th 2023
video Corporate Transparency Act: Steps to Take in 2023
December 04th 2023
video Asset Protection: Don’t Forget the Basics
August 01th 2023
video Post-Nuptial Agreements: Practical Tips
July 24th 2023
video Prenuptial Agreements: Practical Tips
July 14th 2023
video Connelly and Blount Cases: What’s the Life Insurance Consultant’s View
July 04th 2023
video Preparing for Exit Planning
July 04th 2023
video Choosing Situs for a Trust
April 30th 2023
video Trust Protectors
April 30th 2023
video Prenuptial Agreements
April 24th 2023
video New Health Care Advance Directive for Dementia Patients
February 20th 2023
video Why Trusts Should Not Pay Out at Specified Ages
February 16th 2023
video Trustee Selection
February 15th 2023
video QCDs: Secure Act 2.0 Changes
February 15th 2023
video Powers of Appointment
February 14th 2023
video Estate Planning for Business Owners – Overview
January 30th 2023
video Inherited IRA Special Needs Trusts
January 30th 2023
video Tax Reimbursement Clauses: The Good, The Bad and the Ugly
January 26th 2023
video Loans from Trusts
January 24th 2023
video Bifurcation of Trust Functions
January 24th 2023
video Valuation of Life Insurance Policies
December 28th 2022
video Spousal Lifetime Access Trusts (SLATs) Can Succeed
November 28th 2022
video Grantor Trust Planning Tool that Might Change
November 24th 2022
video Viability of 4 Percent Rule and Trust Communications
November 16th 2022
video Looking at an Appraisal as a Non-Appraiser
October 25th 2022
video 2022 Consumer Webinar Series for National Estate Planning Awareness Month: Financial Planning The Foundation of Your Estate Plan : Part 2
October 06th 2022
video 2022 Consumer Webinar Series for National Estate Planning Awareness Month: Financial Planning The Foundation of Your Estate Plan : Part 1
October 04th 2022
video 2022 Consumer Webinar Series for National Estate Planning Awareness Month: Asset Protection Planning For the Masses
September 22th 2022
video 2022 Consumer Webinar Series for National Estate Planning Awareness Month: Unmarried Couples Estate Planning
September 21th 2022
video Who is a Parent (Legally!)
September 14th 2022
video Wills and Trusts: Why You Might Want to Update Them Now!
September 14th 2022
video Preferred Partnerships for Encumbered Real Estate
September 14th 2022
video Inventories: Why You Need Them
September 13th 2022
video 2022 Consumer Webinar Series for National Estate Planning Awareness Month: Revocable Trusts (Living Trusts)
September 13th 2022
video 2022 Consumer Webinar Series for National Estate Planning Awareness Month: Life Insurance and Insurance Trusts
September 13th 2022
video 2022 Consumer Webinar Series for National Estate Planning Awareness Month: Health Care Proxy and Related Documents
September 12th 2022
video 2022 Consumer Webinar Series for National Estate Planning Awareness Month: Powers of Attorney
September 12th 2022
video 2022 Consumer Webinar Series for National Estate Planning Awareness Month: What is Estate Planning
September 12th 2022
video Portfolio Construction for Planning Entities
September 06th 2022
video Planning for Tangible Personal Property
September 06th 2022
video Estate Planning and Family Business Succession Planning
September 04th 2022
video Succession and Estate Planning – What is it?
September 04th 2022
video Divorce and Mental Health Considerations (It’s Not Just Legal and Financial Issues)
May 15th 2022
video Special Purpose Acquisition Corporation Valuation Considerations
May 09th 2022
video Israeli Taxation: Changes in Residency Rules
May 09th 2022
video Israeli Taxation: Exit Tax, LLCs, and Reporting Requirements
May 09th 2022
video Human Aspects of Estate Planning: Discussing Personal Issues
May 06th 2022
video Human Aspects of Estate Planning: LGBT Planning
May 02th 2022
video Human Aspects of Estate Planning: Equitable Allocation Amongst Children
May 01th 2022
video Human Aspects of Estate Planning: Virtual vs. In-Person Meetings
May 01th 2022
video Human Aspects of Estate Planning: Health Issue Considerations
April 27th 2022
video Human Aspects of Estate Planning: Giving Back
April 18th 2022
video Installment Sales to Grantor Trusts: Tips for Business Owners
March 04th 2022
video How to Structure and Value an Earnout
February 21th 2022
video Traditional Long-Term Care vs. Combo/Linked Policy
January 26th 2022
video What do you mean my life Insurance coverage is expiring prematurely?
January 26th 2022
video The Living Benefits of a Life Insurance Policy
January 25th 2022
video Estate Planning Basics: Power of Attorney
January 20th 2022
video Estate Planning Basics: Living Will
January 20th 2022
video Estate Planning Basics: Health Care Proxy
January 19th 2022
video Creative Strategies for Passing Wealth to your Heirs
November 09th 2021
video Baha’i Estate Planning and Considerations for the Ḥuqúqu’lláh
August 06th 2021
video Introduction to Baha’i Estate Planning
August 06th 2021
video Life Insurance Planning in 2021
April 13th 2021
video Using Tennessee Situs for Wealth Planning
April 09th 2021
video Practical Estate Planning During COVID Part 1
March 31th 2021
video Israel: Trust Tax Planning
March 31th 2021
video The Mormon Faith and Wealth
February 16th 2021
video Charitable Giving and The National MS Society
February 16th 2021
video The Mormon Faith and Tithing
February 16th 2021
video Charitable Planning – Income Tax Considerations – Part 2
January 12th 2021
video Charitable Planning – Income Tax Considerations – Part 1
January 12th 2021
video Mormons’ Code of Health and Financial Planning
October 06th 2020
video Developing and Sharing a Personal End of Life Plan
October 06th 2020
video Mental Ilness and addiction – What Estate Planners Must Know
August 28th 2020
video The Myositis Association: Advanced Care Planning: Home Care, Support, Medical Directives, Aging
August 17th 2020
video Charitable Remainder Trusts: They Don’t Have to Lockup Assets for Life
July 24th 2020
video LDS Estate and Financial Planning
July 16th 2020
video Valuation During COVID
July 14th 2020
video Succession Planning Post Covid
June 25th 2020
video Notre Dame Tax and Estate Planning Institute October Introduction Part 3
June 25th 2020
video Notre Dame Tax and Estate Planning Institute October Introduction Part 1
June 22th 2020
video Planning For SLATs
May 26th 2020
video The Secure Act
May 26th 2020
video Using Spousal Lifetime Access Trusts (SLATs)
May 26th 2020
video Estate Planning and COVID-19
May 08th 2020
video Estate Tax Planning for The Coronavirus
March 19th 2020
video Estate Planning for The Coronavirus Pandemic: Living Wills, Health Care Proxies and DNRs
March 19th 2020
video Flood Insurance – What Are Your Options?
March 09th 2020
video Liability Insurance – How to Cover Yourself as a Director on a Charitable Board
March 09th 2020
video Scheduled Insurance – Items with Limited Coverage and How to Insure Them
March 09th 2020
video Home Insurance – What You Need to Know About Replacement
March 09th 2020
video Crypto Currency and the IRS Part 3 of 3
February 26th 2020
video Crypto Currency and the IRS Part 2 of 3
February 26th 2020
video Crypto Currency and the IRS Part 1 of 3
February 26th 2020
video What is Crypto Currency and Bitcoin?
February 26th 2020
video Excess/Umbrella Liability Insurance – What You Need to Know
February 26th 2020
video Trust/LLC Ownership of Homes – How to Insure
February 26th 2020
video Webinar: Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 2 of 2
February 25th 2020
video Webinar: Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 1 of 2
February 14th 2020
video Enhancing Valuations for Exit Plan of Closely Held Business
February 14th 2020
video Valuations of Closely Held Business
February 14th 2020
video Integration of Personal and Business Financial Planning
February 14th 2020
video The Secure Act – Ten Year Rule
February 12th 2020
video Introduction to the Secure Act
February 12th 2020
video What’s a Home Inventory, Why You Need One and How to Do It
January 28th 2020
video Expatriation
December 19th 2019
video Reporting Foreign Assets
December 19th 2019
video Closely Held Business Owners Long Term (exit strategy) Goals
December 19th 2019
video Closely Held Business Owners (Current Operation) Goals and Type of Entity and Things They Should Consider Achieving
December 19th 2019
video Missing Money
December 10th 2019
video Home Inventories
December 10th 2019
video Health Care Proxies for Children
December 10th 2019
video Practical Issues of Putting Real Estate into a Trust
August 15th 2019
video Planning for Muscular Dystrophy
August 15th 2019
video Discussing Dementia
August 15th 2019
video Webinar: Selecting the Financial Advisor that is Right for You
August 13th 2019
video How to Protect Estates from Hackers & Identity Thieves
August 06th 2019
video Protecting Your Assets When Living With Chronic Disease
July 25th 2019
video Should You Sell Your Business Now or Wait?
July 25th 2019
video How to Prepare Your Clients for a Business Sale
July 25th 2019
video What to do When Approached by a Buyer for Your Company
July 25th 2019
video Private Trust Companies
July 25th 2019
video Discussing Parkinson’s Disease
July 25th 2019
video Estate Planning for Millennials
July 23th 2019
video Drafting Tips
July 23th 2019
video Grantor Sovereignty
July 22th 2019
video Quiet Trusts
July 22th 2019
video Administrative Trusts
July 22th 2019
video Defensive Practice
July 22th 2019
video Using DAPTs in a Matrimonial Planning Context
July 22th 2019
video Estate Planning is Risky Business: What Should You Do?
March 21th 2019
video Sanders’ Estate Tax Proposal: Estate Planning Steps To Take Now
March 21th 2019
video Balancing the Development of Wealth
March 19th 2019
video Exiting the Family Business
March 19th 2019
video Collaboration: Wealth Development is a Team Sport
March 19th 2019
video The Retirement Pyramid: The Necessity and Process of Post Retirement Planning
March 19th 2019
video Termination of Employees
March 12th 2019
video Reviewing Business Contracts with Customers
March 12th 2019
video Employee vs. Independent Contractor
March 12th 2019
video Liability Insurance Coordination
March 12th 2019
video Why you Should Have Your Art and Collectibles Appraised
February 15th 2019
video What is Considered Art?
February 15th 2019
video What Wealth Managers Stand to Gain From Referencing an Appraiser/Art Specialist?
February 15th 2019
video What is Art Inventory?
February 15th 2019
video How to Determine a Realistic Value for Your Business
February 15th 2019
video When is the Right Time to Sell my Business?
February 15th 2019
video How to Identify the Right Buyer for Your Business
February 15th 2019
video Aging & How it Affects What We Do
February 13th 2019
video Changes in the American Family
February 13th 2019
video QCD
February 13th 2019
video Charitable Giving After 2017 Tax Act
February 13th 2019
video Retainers: Video 2 of 2
February 13th 2019
video Retainers: Video 1 of 2
February 13th 2019
video New York has Best Interest Rule for Life Insurance
February 13th 2019
video How to Help Professionals Collaborate
February 13th 2019
video Risks & Opportunities for Estate Planning Professionals
February 13th 2019
video NAEPC-What It Is
February 13th 2019
video State Income Taxation of Trusts: Kaestner and other Cases
February 13th 2019
video Formula Based Estate Planning
February 13th 2019
video SLATs, DAPTs and Ways to Use Exemption While Retaining Access
February 13th 2019
video Domestic Asset Protection Trusts (DAPTs) To Use Temporary Exemption
February 13th 2019
video Temporary Exemption
February 13th 2019
video Conversion of Corporation to LLC: Tax Considerations
January 25th 2019
video Conversion of Corporation to LLC: Non-Tax Considerations
January 25th 2019
video Modern Trust Basics for the Financial Adviser
January 14th 2019
video New Year’s Estate & Financial Planning Resolutions
December 28th 2018
video Long Term Care Planning and Naming Fiduciaries if you are Living with a Chronic Illness
December 21th 2018
video Co-Op Being Purchased in a Revocable Trust
December 20th 2018
video Funding Testamentary Trusts
December 19th 2018
video Entity Documentation and Estate Planning
December 19th 2018
video What to do About Existing Life Insurance Policies
December 11th 2018
video Is Premium Financing a Viable Strategy?
December 11th 2018
video Salvaging Loss in a Life Insurance Contract
December 11th 2018
video How to Build a Life Insurance Policy
December 11th 2018
video A Life Insurance Primer
December 11th 2018
video Giving Life Insurance to Charity
December 11th 2018
video What You Need to Understand About Life Insurance Underwriting
December 10th 2018
video What Kind of Life Insurance Should I Buy?
December 10th 2018
video Why the Cheapest Premiums are not Likely to Provide the Best Policy
December 10th 2018
video Testing and Modeling Life Insurance
December 10th 2018
video Creating a Meaningful and Successful Attorney/Client Relationship with your Estate Planning Client
December 04th 2018
video Equal vs. Fair? How to Address Disparate Distributions
December 04th 2018
video Disinheriting an Heir
December 04th 2018
video New Jersey Inheritance Tax
November 30th 2018
video Basics of Trust Income Taxation
November 30th 2018
video Gift Tax Return Common Mistakes
November 30th 2018
video Annual Exclusion Gifts, Crummey Powers: ILITs, Wealth Transfer and Why it Still Matters with Large Exemptions
November 29th 2018
video Split Dollar Life Insurance…Has it Survived Cahill?
November 29th 2018
video Sales to Non-Grantor Trusts…Is It Possible?
November 29th 2018
video Defined Value Mechanisms
November 29th 2018
video Forms of Ownership by Spouses
November 29th 2018
video Note Sale Transaction Tips
November 29th 2018
video Revocable Trusts as an Option to Wills
November 20th 2018
video Using DSUE or Creating Credit Shelter Trust
November 20th 2018
video Flexibility in Modern Trust Drafting – What Provisions to Include
November 20th 2018
video DAPTs Are Not a Four-Letter Word
November 19th 2018
video Qualified Charitable Distributions (QCDs) – When Does It Make Sense To Consider?
November 19th 2018
video Conversion to Roth IRAs – When and Why to Consider
November 19th 2018
video Who Should be Designated as Beneficiary of IRA or Qualified Plan – Disadvantages of Naming a Spouse.
November 19th 2018
video Grantor vs. Non-Grantor Trusts-Which to Use Now and Why
November 19th 2018
video Entities Holding Trustee Positions
November 19th 2018
video Investment Advisor Tips
November 19th 2018
video Trust Protector Planning Tips
November 19th 2018
video Basics of How to Operate an Irrevocable Trust
October 10th 2018
video What do you do about existing trusts if you may divorce?
October 09th 2018
video Non-Grantor Trusts to Save Charitable Deductions
October 04th 2018
video Non-grantor Trusts to Salvage Property Tax Deductions on Your Home
October 04th 2018
tip Trust Basics
October 03th 2018
tip Home Tax Benefits After the 2017 Tax Act
September 21th 2018
video Home Tax Deductions After 2017 Tax Act
September 20th 2018
video Charitable Planning After 2017 Tax Act
September 19th 2018
video Vacation Homes after the 2017 Tax Act
July 16th 2018
video Why You Don’t Want a Simple Trust
July 16th 2018
video 10 Estate Planning Mistakes
July 16th 2018
video Long Term Care Insurance Mistakes
June 07th 2018
video Financing Life Insurance Purchases
June 07th 2018
video Insurance Funded Buy Sell
June 07th 2018
video Life Insurance Retirement Plan
June 07th 2018
video Unneeded Insurance Secondary Market
June 07th 2018
video Insurance Policy Reviews
April 05th 2018
video Insurance without Estate Tax
April 05th 2018
video Life Insurance Tax Benefits
April 05th 2018
video Economics of Life Insurance
April 05th 2018
video Budget Not a 4 Letter Word
April 05th 2018
video Physician Asset Protection
April 05th 2018
video Update your Will
February 14th 2018
video Tax law change and Divorce
February 14th 2018
video 199A 20% Deductions
February 14th 2018
video Probate with no Estate Tax
February 14th 2018
video Succession Planning and Buy Sell Agreements
February 14th 2018
video Passwords and Digital Assets
January 09th 2018
video Physician Asset Protection
January 09th 2018
video Planned Giving
January 09th 2018
video Probate: Inventory Assets & Other Items
January 09th 2018
video Basic Step-up
January 09th 2018
video Financial for Longevity
January 09th 2018
video Lease: Use the Right Document
January 09th 2018
video Parkinson’s Disease: Estate Planning
January 09th 2018
video Religious beliefs and Estate Planning
January 08th 2018
video Life Insurance and Divorce
January 08th 2018
video Powers of Attorney – Gifts
January 08th 2018
video Property Tax Deductions
December 13th 2017
video Special Needs Children – Trap
December 13th 2017
video Rental Real Estate LLC
December 13th 2017
video Planning Chronic Illness
December 13th 2017
video Loaning Money
December 13th 2017
video LLC Default Statues
December 13th 2017
video Review Life Insurance
December 13th 2017
video Charity Donor Agreements
December 13th 2017
video Crowdfunding – TOSA
December 13th 2017
video Online Forms – Living Will
December 13th 2017
video Prenup Agreements & Trusts
December 13th 2017
video Later Life Planning
December 13th 2017
video Will Doesn’t Control
December 13th 2017
question Insurance Trusts Still Make Sense
March 10th 2016
question Living Trust
October 07th 2014
question Life Estate
October 07th 2014
question Bank Account
October 07th 2014
question Quit Claim Deed
October 07th 2014
question Tenants in Common
October 07th 2014
question Lien
October 07th 2014
question POD Accounts
October 07th 2014
video Post-Mortem Planning-Post ATRA
July 24th 2013
video Future of the Estate Planning Profession: What Practitioners Must Know and Do
May 02th 2013
video Insurance Planning Post-ATRA
March 29th 2013
video Advising the Pro-Athlete – Estate and Related Planning
March 14th 2013
video 2012 Gifts, Trusts and Estate Planning – Essential Follow up Steps
March 01th 2013
video Aging Parents_ Estate Financial and Related Planning
February 16th 2013
tip Aging Parents Planning – Text of Powerpoint
February 12th 2013
tip Aging Parents Planning – Text of Powerpoint
February 12th 2013
video After 2012 ATRA What Can You Offer Clients? Asset Protection Planning
January 24th 2013
tip Domestic Asset Protection Trusts
January 23th 2013
video Estate Planning after the 2013 Tax Relief Act – What to do Now
January 09th 2013
tip Estate Planning After ATRA 2012 – Outline of PowerPoint
January 08th 2013
tip 2013 Tax Act Impact on Estate Planning
January 03th 2013
tip Post-Election Tax and Estate Planning
November 13th 2012
tip 2012 Gift Planning – Sample Letter For Professionals To Send Clients
October 05th 2012
tip Sample 2012 Follow Up Letter for Attorney to Send Client Doing Simple Planning
October 05th 2012
tip 2012 Gift Planning Time Worries
October 03th 2012
tip 2012 Gift and Estate Planning
August 13th 2012
tip 2012 Gift and Estate Planning
August 13th 2012
tip Religion and Estate Planning
April 09th 2012
tip Religion and Estate Planning
April 09th 2012
tip Lotto Winners
April 08th 2012
tip Lotto Winner
April 08th 2012
tip Tiger Woods Arnold Palmer Invitational Win Has Estate Lessons
March 26th 2012
tip Tiger Woods Arnold Palmer Invitational Win has Estate Lessons
March 26th 2012
tip Whitney Houston’s Will
March 19th 2012
tip Whitney Houston’s Will
March 19th 2012
tip Natural Disaster – Planning To Safeguard Key Data
March 05th 2012
tip Natural Disaster – Planning to Safeguard Key Data
March 05th 2012
tip Natural Disaster – Planning to Safeguard Key Data
March 05th 2012
tip Ed Dobson – Finding Meaning in the Difficult
February 27th 2012
tip Ed Dobson – Finding Meaning in the Difficult
February 27th 2012
tip Obama Tax Proposals
February 13th 2012
tip Mario Manningham Catch of Estate Planning
February 06th 2012
tip Mario Manningham Catch of Estate Planning
February 06th 2012
tip Religion and Estate Planning – Overview
February 05th 2012
tip Testamentary Capacity and Chronic Illness Case Studies for Discussion
February 02th 2012
tip Testamentary Capacity and Chronic Illness Case Studies for Discussion
February 02th 2012
tip The Descendants: Lessons About Trusts
January 16th 2012
tip The Descendants: Lessons About Trusts
January 16th 2012
tip Will Contests: Estate Fights and Family Feuds
January 11th 2012
tip Will Contests: Estate Fights and Family Feuds
January 11th 2012
tip Complex Trusts Explained in Understandable Q&A: Dynasty, BDIT, IDIT, DAPT, and More
January 09th 2012
tip Hire An Estate Planner Who Will Challenge Your Thinking!
December 19th 2011
tip Hire an Estate Planner Who Will Challenge Your Thinking!
December 19th 2011
tip Bridesmaids – What You Should Tell the Bride About Planning
December 12th 2011
tip Bridesmaids – What You should tell the Bride About Planning
December 12th 2011
tip Guardians: What You Should Do to Protect Your Kids
December 06th 2011
tip Guardians: What You Should Do to Protect Your Kids
December 06th 2011
tip Clooney Injury: Disability Planning Lessons from Hollywood
November 27th 2011
tip Clooney Injury: Disability Planning Lessons from Hollywood
November 27th 2011
tip Ashton and Demi Possible Divorce – What Can You Learn?
November 14th 2011
tip Ashton and Demi Possible Divorce – What Can You Learn?
November 14th 2011
tip How Can You Amend Your Revocable Trust?
October 17th 2011
tip Living Together Agreements for Unmarried or LGBT Couples
October 17th 2011
tip Living Together Agreements for Unmarried or LGBT Couples
October 17th 2011
tip Gift Tax Planning for Same Sex, Unmarried LGBT Couples
October 17th 2011
tip Gift Tax Planning for Same Sex, Unmarried LGBT Couples
October 17th 2011
tip Planning for Same Sex, Unmarried, LGBT Couples – Introduction
October 17th 2011
tip Planning for Same Sex, Unmarried, LGBT Couples – Introduction
October 17th 2011
tip Revocable Trusts are Much More Than a Tool to Avoid Probate
October 17th 2011
tip Sample Bypass Trust Language
October 09th 2011
tip Drafting a Bypass Trust (Applicable Exclusion Trust, A-B Trust, Credit Shelter Trust) After 2010 Tax Act
October 09th 2011
tip State Estate Tax Implications to Post-2010 Estate Planning
October 09th 2011
tip Powers of Attorney – Planning Tips After 2010 Tax Act
October 09th 2011
tip Drafting Tips for Estate Planners After the 2010 Tax Act
October 09th 2011
tip Married Taxpayers: Estate Planning After 2010 Tax Act
October 09th 2011
tip Single Taxpayers: Estate Planning After 2010 Tax Act
October 09th 2011
tip Planning for Same Sex Couples After 2010 Tax Act
October 09th 2011
tip Tips on Post-2010 Tax Act Matrimonial and Estate Planning Considerations
October 09th 2011
tip Planning for Those with Health Concerns After 2010 Tax Act
October 09th 2011
tip Life Insurance Planning After the 2010 Tax Act
October 09th 2011
tip Life Insurance Planning after the 2010 Tax Act
October 09th 2011
tip Checklist of Planning Ideas for High Net Worth Taxpayers After 2010 Tax Act
October 09th 2011
tip QPRT – Qualified Personal Residence Trusts After the 2010 Tax Act
October 09th 2011
tip GRAT Planning After the 2010 Tax Act
October 09th 2011
tip Sales To Grantor Trusts (IDIT, IDIGIT) After 2010 Tax Act
October 09th 2011
tip Gift Planning After the 2010 Tax Act
October 09th 2011
tip $5 Million Estate and Gift Exemption Impacts Planning
October 09th 2011
tip 754 Election and 2010 Carryover Basis Regime
October 09th 2011
tip 2010 COB and Home Sale Rules
October 09th 2011
tip $3 Million Spousal Basis Adjustment Under 2010 COB
October 09th 2011
tip $1.3 Million 2010 Carryover Basis General Adjustment
October 09th 2011
tip Carryover Basis Versus Estate Tax: The 2010 Decision – An Overview
October 09th 2011
tip Gift Tax Returns and 2010 – Checklist
October 09th 2011
tip GST Planning for Non-Married Partners in 2010
October 09th 2011
tip GST Planning for 2010 – A Special and Complex Planning Year
October 09th 2011
tip Generation Skipping Transfer Tax (GST) – Intro and Overview
October 09th 2011
tip Disclaimers in 2010
October 09th 2011
tip Estate Tax Planning After the 2010 Tax Act: Checklist
October 09th 2011
tip IRAs, Roth Conversions, 2010 Tax Act
October 09th 2011
tip IRAs, Roth Conversions, 2010 Tax Act
October 09th 2011
tip 2010 Tax Act Income Tax Provisions
October 09th 2011
tip Portability Reporting Requirements
October 09th 2011
tip IRAs and Portability of the Estate Tax Exemption
October 09th 2011
tip Portability and Prenuptial Agreements
October 09th 2011
tip Portability and Deceased Spouse – Intro
October 09th 2011
tip Portability – Overview
October 09th 2011
tip Post 2010 Tax Act Estate Planning Tips
October 09th 2011
tip Estate and Financial Planning for Those Living with Multiple Sclerosis
October 08th 2011
tip Planning for Chronic Illness – National Estate Planning Awareness Week Webinars
October 08th 2011
tip Planning for Chronic Illness – National Estate Planning Awareness Week Webinars
October 08th 2011
tip Divorce and Your Estate Plan
October 04th 2011
tip Divorce and Your Estate Plan
October 04th 2011
tip 28% Solution Tax Proposal
September 28th 2011
tip 28% Solution Tax Proposal
September 28th 2011
tip Obama’s Proposals for Tax on High Earners
September 19th 2011
tip Obama’s Proposals for Tax on High Earners
September 19th 2011
tip Super Committee – Democratic Proposals
September 12th 2011
tip Super Committee – Democratic Proposals
September 12th 2011
tip Debt Ceiling — Budget Control Act
August 04th 2011
tip Debt Ceiling — Budget Control Act
August 04th 2011
tip Insurance Trusts Still Make Sense
August 01th 2011
tip Succession Planning – Non Insurance Considerations
July 25th 2011
tip Succession Planning – Non Insurance Considerations
July 25th 2011
tip Buy/Sell Planning Part 2
July 18th 2011
tip Buy/Sell Planning Part 2
July 18th 2011
tip Buy/Sell Basics
July 11th 2011
tip Buy/Sell Basics
July 11th 2011
tip How RV’ers can Be Tax Prepared
July 10th 2011
tip Bartering Deals are Common in the RV World, But Full of Tax Risk
July 10th 2011
tip Can You Deduct Sales Tax on an RV? (2009)
July 10th 2011
tip Running a Business from your RV – The Basics
July 10th 2011
tip Quitting Your Job and Heading Out as a Full-Timer
July 10th 2011
tip Financial and Investment Advisor Role in Estate Planning
June 27th 2011
tip Financial and Investment Advisor Role in Estate Planning
June 27th 2011
tip Disinherit
June 20th 2011
tip Disinherit
June 20th 2011
tip Talking to your Kids
June 13th 2011
tip Talking to your Kids
June 13th 2011
tip Will Challenges
May 23th 2011
tip Will Challenges
May 23th 2011
tip Which State Tax Authorities Love You?
May 16th 2011
tip Which State Tax Authorities Love You?
May 16th 2011
tip Gift Tax Basics are Important to Many
May 09th 2011
tip Gift Tax Basics are Important to Many
May 09th 2011
tip Living Trusts – What about your Other Documents?
May 03th 2011
tip Living Trusts – What about your Other Documents?
May 03th 2011
tip Property, Casualty and Liability Insurance
April 11th 2011
tip Property, Casualty and Liability Insurance
April 11th 2011
tip Revocable Trusts and Chronic Illness
April 04th 2011
tip Revocable Trusts and Chronic Illness
April 04th 2011
tip LLC – Maintaining Your LLC
March 14th 2011
tip LLC – Maintaining Your LLC
March 14th 2011
tip Social Worker – Part of the Estate Planning Team
March 07th 2011
tip Social Worker – Part of the Estate Planning Team
March 07th 2011
tip Gifts to minimize state estate taxes
February 14th 2011
tip Gifts to minimize state estate taxes
February 14th 2011
tip Planning for Cystic Fibrosis
January 31th 2011
tip Planning for Cystic Fibrosis
January 31th 2011
tip 2013 What Might Happen to the Estate Tax
January 24th 2011
tip 2013 What Might Happen to the Estate Tax
January 24th 2011
tip Bypass Trusts – Planning after 2010
January 17th 2011
tip Bypass Trusts – Planning after 2010
January 17th 2011
tip Bypass Trusts – Planning after 2010
January 17th 2011
tip Portability: Bypass Trusts and Estate Planning
January 10th 2011
tip Portability: Bypass Trusts and Estate Planning
January 10th 2011
tip Should I Make Gifts in 2011?
January 03th 2011
tip Should I Make Gifts in 2011?
January 03th 2011
tip Year end Gift and GST Moves to Consider
December 22th 2010
tip Life Insurance after 2010 Tax Act
December 20th 2010
tip Senate Passes Estate Tax Bill
December 13th 2010
tip Estate Tax Relief – Senate Bill $5M Exclusion and More
December 12th 2010
tip President Obama Tax Compromise Proposal December 6 2010
December 07th 2010
tip Bacus Bill
December 07th 2010
tip Midst of Divorce: What to do about your Will?
November 29th 2010
tip Year End Moves
November 21th 2010
tip LLCs Offer Flexible and Broad Uses
November 15th 2010
tip Estate Planning for the End of 2010 and 2011
November 12th 2010
tip Income Tax Planning for Clients Living With Chronic Illness and Disability
October 18th 2010
tip Make Gifts Now
October 11th 2010
tip Planning for Non-Liquid Estates
September 12th 2010
tip Home Sale Issues
September 12th 2010
tip Charitable Giving Tip Checklist
August 29th 2010
tip Charitable Contribution Gift Letters
August 24th 2010
tip Living Wills; End of Life; Feeding Tubes and Palliative Care
August 23th 2010
tip Insurance Planning Blunders
August 09th 2010
tip Pending Tax Changes – Move Fast, Plan Now
July 12th 2010
tip Your Estate Plan should Start with a Budget
June 28th 2010
tip BDIT Beneficiary Defective Irrevocable Trust
June 21th 2010
tip What’s the Skinny on the Estate Tax?
May 24th 2010
tip State Tax – Residence, Multi-State Taxation
May 17th 2010
tip Avoid Estate Tax Audits
May 10th 2010
tip Business and Estate Planning 2010 Columbia Bank Seminar
April 29th 2010
tip Naming a Health Care Proxy or Living Will Agent
April 26th 2010
tip Trust or no Trust for your Heirs?
April 19th 2010
tip April 2010 Tax Update
April 19th 2010
tip 2010 Estate Tax Repeal – Is it real?
April 19th 2010
tip IRA Withdrawal Subject to Tax and Penalty
April 15th 2010
tip If You’re Having Trouble Paying Your Tax Bill
April 12th 2010
tip Paying for Health Care Reform: Tax on Investment Income
April 12th 2010
tip Estate Thoughts for the Holiday Season
March 29th 2010
tip Chronic Illness Revocable Trust Provisions
March 23th 2010
tip Funeral and Burial Arrangements
March 22th 2010
tip Roth Conversions Estate Planning Perspective
March 08th 2010
tip Aging – Protections for you
March 01th 2010
tip Powers of attorney and Gifts
February 22th 2010
tip Tax and Estate Tips
February 09th 2010
tip Obama Budget Proposal Estate Impact
February 04th 2010
tip Estate Tax Repeal What you Can do Now
February 01th 2010
tip Disability Planning
January 04th 2010
tip Estate Tax Repeal is Real in 2010?
December 31th 2009
tip Title To Assets – Be Careful!
December 14th 2009
tip Islamic Considerations and Estate Planning
December 11th 2009
question Deed Versus Will
December 10th 2009
tip Modifying Estate Planning Documents for Someone Living with Parkinson’s Disease
December 07th 2009
tip Modifying Estate Planning Documents for Someone Living with Parkinson’s Disease
December 07th 2009
question Life Time Rights
December 03th 2009
question Property Rights in Purchase
December 03th 2009
question Home Ownership and New Husband
December 03th 2009
question Getting out of Contract If I Did Not Know What I Was Signing
December 03th 2009
question Land – Adverse Possession
December 03th 2009
question Line of Credit on Home Sold
December 03th 2009
question Real Estate Valuing
December 03th 2009
question Condominium Associations
December 03th 2009
question LLCs with Rental Property
December 03th 2009
question Rights under Life Estate Deed
December 03th 2009
question Religious Discrimination
December 03th 2009
question Lease with Purchase Option
December 03th 2009
question Real Estate Into LLC
December 03th 2009
question Tenancy by the Entirety of a Home and Asset Protection
December 03th 2009
question Life Estate Sale of Property – Tax Issues
December 03th 2009
question Deed, Title, Gifts of Land
December 03th 2009
question Life Time Rights to House
December 03th 2009
question Life Estate of Home
December 03th 2009
question Adding a Spouse to a House Deed
December 03th 2009
question Verbal Real Estate Deal
December 03th 2009
question Selling Land-locked Property
December 03th 2009
question Private Road Agreement
December 03th 2009
question Huge Debt Due to Housing Boom
December 03th 2009
question Life Estate Tenant in Nursing Home
December 03th 2009
question Planned Giving
December 03th 2009
question Planned Giving 2
December 03th 2009
question Home Ownership and Wills
December 03th 2009
question Title of the House – Probate
December 03th 2009
question Easements
December 03th 2009
question Timeshare Unit Sched D Loss
December 03th 2009
question Non Payment of Road Dues
December 03th 2009
question Residential Sale Leaseback
December 03th 2009
question Single Individual with Charitable Intent
December 03th 2009
question Charitable Giving for a Young Couple
December 03th 2009
question How to Proceed with Widow
December 03th 2009
question Eminent Domain
December 03th 2009
question House Co-Owner Rights
December 03th 2009
question Can Real Estate Be Transferred to a Pay on Death Account – POD?
December 03th 2009
question Potential Donor Scenario
December 03th 2009
question How to Get Title to Deceased Father’s House
December 03th 2009
question A Married Spouse Wants to Have a Name Added to a Home
December 03th 2009
question What I Should Do About the House
December 03th 2009
question A House Which a Parent Deeded With a Retained Life Estate to Child, Raises Surprising Tax Results
December 03th 2009
question Second Mortgage Refinance
December 03th 2009
question Life Estate in Residence
December 03th 2009
question Life Time Right
December 03th 2009
question Bad Home Inspection
December 03th 2009
question Deeds
December 03th 2009
question Retiree Group
December 03th 2009
question MS Home Modifications
December 03th 2009
question Residual Disability – Private Disability Claim
December 03th 2009
question Powers of Attorney
December 03th 2009
question LLC’s into a Living Trust
December 03th 2009
question Influence of Religion on Law
December 03th 2009
question Realty Trust
December 03th 2009
question Lifetime Right Deed
December 03th 2009
question Funding a Perpetual Gift
December 03th 2009
question Bequest of House Under Mothers Will-Not so Simple!
December 03th 2009
question Life Estate Deed
December 03th 2009
question Lifetime Use for Daughter
December 03th 2009
question Family Limited Partnership
December 03th 2009
question Quit Deed
December 03th 2009
question Jewish (Halachic) Will
December 03th 2009
question Liens
December 03th 2009
question Partnership to LLC Conversion
December 03th 2009
question Joint Venture LLC Agreement
December 03th 2009
question Husband’s Use of House
December 03th 2009
question Forming a Charity
December 03th 2009
question Lien on a Life Estate
December 03th 2009
question One-sixth of $3,000,000 Gift
December 03th 2009
question Life Time Rights
December 03th 2009
question Using Funds from Revocable Trust to Lend to Purchase of House
December 03th 2009
question LLC for Asset Protection
December 03th 2009
question Cash Rental of Farm Property
December 03th 2009
question Borrowing Against a Life Estate in a House
December 03th 2009
question Laws?
December 03th 2009
question Terminate Life Estate Early
December 03th 2009
tip Seminar: Planning for Chronic Illness – Estate, Tax and Financial
November 30th 2009
tip Trusts Not Only For The Rich
November 30th 2009
tip Second Marriage Planning Checklist
November 16th 2009
tip Elderly or Ill Making Gifts
November 09th 2009
tip Recently Diagnosed with Chronic Illness
November 01th 2009
tip FLP family partnerships do you keep em?
November 01th 2009
tip Divorce Jon and Kate Style
October 16th 2009
tip Why should you make gifts?
October 12th 2009
tip Estate Planning Week Various Q&As
October 12th 2009
tip Video recording a Will Signing or other Event
October 05th 2009
tip College Savings — How to Add to Savings?
September 23th 2009
tip Distributing Collectibles and Personal Property
September 14th 2009
tip Financial Protection For Those Living With MS or Other Illnesses
September 06th 2009
tip Financial Planning for Those Living with Multiple Sclerosis or Other Chronic Illnesses
September 06th 2009
tip Divorce and Estate Planning
September 04th 2009
tip Home Ownership and Estate Planning
August 31th 2009
tip Health Proxies; End of Life Decisions; Death Panels
August 24th 2009
question House Purchased by Husband and Girlfriend
August 23th 2009
tip Death Panel Hyperbole — How to Really Protect Yourself
August 17th 2009
tip 5 Estate Planning Traps Recession Created and How to Solve Them
August 13th 2009
question New Husband’s Divorce Agreement With Ex Wife
August 11th 2009
tip What is Estate Planning Really About?
August 03th 2009
tip Charitable Planning Through Economic Turmoil
July 23th 2009
tip Closely Held Business Planning
July 23th 2009
question If Partner Dies What Happens to House?
July 23th 2009
question Last Testiment and Will
July 21th 2009
tip 5 Estate Planning Traps Recession Created and How to Solve Them
July 19th 2009
tip Celebrity Estates: Checklist of Lessons to Learn
July 13th 2009
tip Michael Jackson’s Estate Tax Plan – Avoid the Taxman
July 08th 2009
tip Special Needs Trusts (SNT) Planning
June 23th 2009
question dba. d/b/a, Fictitious Name, Assumed Name
June 11th 2009
question Pension Taxes
June 11th 2009
question Car Purchase Perk Not Honored
June 11th 2009
tip When an Heir is Disinherited
May 17th 2009
tip Operating a Trust: Short Checklist
May 03th 2009
tip How to use a GRAT: Simple Question Checklist
May 03th 2009
tip Prenuptial Agreement for Family Business Simple Checklist
May 03th 2009
tip IRAs and Alternate Valuation Part I
April 27th 2009
tip Sale of Principal Residence
April 24th 2009
tip Home Sale Exclusion Rules Can Apply to Estates
April 24th 2009
tip Capital Gains Rates Make a Taxable Sale a Reasonable Planning Option
April 24th 2009
tip Renting the House to Generate Revenues
April 24th 2009
tip Home Office Portion When Home Sold
April 24th 2009
tip Special Rules Enacted to Address Sub-Prime and Other Problems
April 24th 2009
tip Moving Expense Deductions
April 24th 2009
tip IMPROVEMENTS TO THE HOUSE FOR MEDICAL PURPOSES
April 24th 2009
tip GIFT AND ESTATE PLANNING AND THE HOUSE: GIFTS AND BYPASS TRUSTS
April 24th 2009
tip QPRTs – Qualified Personal Residence Trusts – Introduction
April 24th 2009
tip Revocable Living Trusts and Your Home – Quick Intro
April 24th 2009
tip Estate Planning Documents: Provisions Affecting Your Home – Drafting Tips
April 24th 2009
tip Tenants in Common (partnership) Agreement Tips for Home or Vacation Home
April 24th 2009
tip Estate Planning for Clients with Alzheimer’s
April 24th 2009
tip Importance of Personal Residence in Tax and Financial Planning for the Elderly Client
April 24th 2009
tip Keeping a Vacation (or other) House In the Family
April 24th 2009
tip Sale of House with Minimum Tax Cost
April 24th 2009
tip Staying at Home and Avoiding a Nursing Home using a Reverse Mortgage
April 24th 2009
tip Avoiding Capital Gains Tax on Elderly Homeowner Selling the Home
April 24th 2009
tip Refinancing Your Home to Obtain Additional Cash
April 24th 2009
tip Home Income Tax Issues – Quick Intro
April 24th 2009
tip Home Mortgage Interest and Property Tax Deductions
April 24th 2009
tip Homebuyer Credit
April 24th 2009
tip Record Retention-What to Keep and For How Long
April 20th 2009
tip Power of Attorney – NY Changes its Laws – Lessons For All
April 13th 2009
tip Planning for IRA and Retirement Assets
April 12th 2009
tip It’s Not Only a Will – Distributing Assets
March 30th 2009
tip Personal Property – Art and More
March 30th 2009
tip Your Medical Records and HIPAA – Overview
February 27th 2009
tip Gifts to 529 Plans During Economic Turmoil – Overview
February 27th 2009
tip Living Will versus Health Proxy – What are the Differences – Overview
February 27th 2009
tip Emergency Child Medical Form – Overview
February 27th 2009
tip Gifts under a Power of Attorney During Recession – Overview
February 27th 2009
question IRA Withdrawls
February 16th 2009
tip $3.5 Million Estate Exclusion in 2009
February 09th 2009
question Audit for LLCs
February 08th 2009
question Ex Bequething Sister Parental Rights
February 08th 2009
tip Roth IRA Traps and Tips
February 03th 2009
question Mother in Law Passed Away With No Will but Also No Assets
February 03th 2009
question House Sale Taxable?
February 01th 2009
question Gifted property – Can Ex Reach it?
January 30th 2009
tip 2009 Estate Tax Changes Brewing
January 23th 2009
question Blind Trust
January 22th 2009
question Revocation of Gift Deed
January 21th 2009
question IRA Beneficiary
January 21th 2009
question Divorce After Short Marriage
January 21th 2009
question Life Estate Tax Impact
January 14th 2009
question Income Taxes on Inherited House
January 11th 2009
question Last Will and Testament
December 02th 2008
question Declaration of Trust
December 02th 2008
tip Planning During Economic Turmoil
October 09th 2008
tip Signing Your Will: What to Expect What to Do
September 14th 2008
question Inheritance of Parents House
September 10th 2008
question No Will but Land Is Left Behind
September 10th 2008
question All Accounts in Husband’s Name Only
August 24th 2008
question QDRO Retirement Benefits
August 24th 2008
tip Your First Estate Planning Meeting
August 18th 2008
tip Preparing for your Initial Estate Planning Meeting
August 11th 2008
question Mothers Personal Belongings
August 10th 2008
question Executor/Administrator/Trustee Responsibilities
August 06th 2008
tip Revocable Living Trusts
August 06th 2008
tip How to choose an estate planner
August 06th 2008
question Durable Power of Attorney
August 05th 2008
tip Post Divorce Insurance Planning
August 05th 2008
tip Post Divorce Investment Planning
August 05th 2008
tip Life Insurance as Asset Protection
August 04th 2008
tip How to choose an estate planner
August 04th 2008
tip Charitable Deduction Basics
August 04th 2008
tip Physician Asset Protection
July 31th 2008
tip Introduction to Religion and Estate Planning
July 31th 2008
tip By Pass Trust
July 29th 2008
tip Coordinating Your Investments with your Estate Plan
July 23th 2008
tip Estate Planning Basics
July 23th 2008
tip Avoiding Will Contests
July 23th 2008
tip Asset Protection
July 23th 2008
tip Tax Tips for CPA’s Reviews of Trusts
July 23th 2008
tip Probate
July 23th 2008
tip Special Planning for Insurance
July 23th 2008
tip Financial Investment Planning
July 23th 2008
tip Estate and Family Business Litigation
July 23th 2008
tip Valuation Tips
July 23th 2008
tip Residential Real Estate
July 23th 2008
tip Gift Planning Tips and Techniques
July 23th 2008
tip Post Divorce Planning
July 23th 2008
tip Planning for Chronic Illness
July 23th 2008
tip Charitable Gift Annuity– Are They For You?
July 21th 2008
tip Caprer vs. Nussbaum
July 18th 2008
tip Communicating about wealth to family members
July 18th 2008
tip Bequeathing Money to Heirs
July 18th 2008
tip Anna Nicole Smith Probate Issues
July 18th 2008
tip Alzheimer’s Planning: A Case Study
July 18th 2008
tip Pension Protection Act of 2006
July 18th 2008
tip Buyouts and Business Succession Planning
July 18th 2008
tip What to do with a Spendthrift Heir
July 18th 2008
tip How Might the Election Impact Estate Planning
July 18th 2008
question My Grandfathers Estate Has Closed Probate Can I Make a Claim Still?
July 17th 2008
question POD in IRA account
July 17th 2008
tip Gumby Estate Planning
July 16th 2008
tip Business Perm File
July 16th 2008
tip No Dessert for JELLO Heir
July 16th 2008
tip Qualified Joint Ventures
July 16th 2008
tip Alternate Valuation
July 16th 2008
tip Custodial Account into FLP:
July 16th 2008
question Retirement Benefits
July 15th 2008
tip How Much of an Emergency Fund do You Need?
July 14th 2008
tip Sell More Insurance
July 14th 2008
tip New IRS Ruling for Grantor Trusts
July 14th 2008
tip Use Your 1040 to Identify Planning Opportunities
July 14th 2008
question Ownership of House
July 13th 2008
question Power of Attorney
July 13th 2008
question Old ILIT and New ILIT
July 11th 2008
tip Trust and Estate Miscellaneous Deductions
July 10th 2008
tip New Jersey Exclusions
July 10th 2008
tip Rich kid/poor kid
July 08th 2008
tip Tax Authorities Were Not Chicken
July 08th 2008
tip Prudent Executors
July 08th 2008
tip Graegin Loans can Sell Life Insurance
July 08th 2008
tip Holman Part I: Valuing Gifts of FLP Interests
July 07th 2008
tip Holman Part II
July 07th 2008
question My Uncle and His Son Both Passed
July 07th 2008
question How Do You Refer to or Name a Trust?
July 04th 2008
tip S Corporations
July 03th 2008
tip Springing Powers
July 03th 2008
question Additional Heirs or Split the Share
July 03th 2008
tip Competency
July 03th 2008
tip 529 savings and qualified tuition plans
July 03th 2008
tip How to be a trustee
July 02th 2008
tip Serving as an agent checklist
July 02th 2008
tip Art Valuation
July 02th 2008
tip Credit Card Security
July 02th 2008
tip Sub Prime Taxes
July 02th 2008
tip Simplicity
July 02th 2008
tip Trust in Follow Through
July 02th 2008
tip Credit Report Reminder
July 02th 2008
tip The Moment of IRS Truth
July 02th 2008
question Life Estate – Paying Carrying Charges
July 01th 2008
tip Do FLPs and LLCs Right!
July 01th 2008
tip Trust Distribution Checklist
July 01th 2008
tip Restructuring or Starting a New Business: Costs Incurred
July 01th 2008
tip Sweat the Small Stuff
July 01th 2008
question Dad’s wife will not give what left daughter in will
June 27th 2008
question Simple will for elderly parent
June 27th 2008
question Ex wife locked out of house
June 27th 2008
tip Tenant Improvements and Costs: Tax Benefits
June 27th 2008
tip Sec. 179 Write-Offs
June 27th 2008
tip Wash Sale Rules
June 27th 2008
tip Innocent Spouse Relief
June 27th 2008
tip New Year’s Resolutions
June 27th 2008
tip Family Loans: Planning and Traps
June 26th 2008
tip Letter of Instruction
June 26th 2008
tip Deferring Estate Tax
June 26th 2008
tip Passive Losses in Your Estate
June 26th 2008
tip Double IDITs
June 26th 2008
tip Faith in Estate Planning
June 25th 2008
tip Volatile Planning Checklist
June 25th 2008
tip 1031 Exchange
June 25th 2008
tip Payroll Tax
June 25th 2008
tip Hire Effective Accountants
June 25th 2008
tip Minimum Distrubtions
June 24th 2008
tip Protecting Your Child
June 24th 2008
tip Waiver of a Spousal Right of Election
June 24th 2008
tip Partnership Agreements (Recent Development)
June 23th 2008
tip Trusting trustees
June 23th 2008
tip Divorce (planning)
June 23th 2008
tip 529 plans
June 23th 2008
tip Duct tape estate planning
June 23th 2008
tip Insurance Trust Checklist
June 23th 2008
tip Chronic Illness
June 23th 2008
tip Contributions Don’t Have to Be Reduced If You Receive Insubstantial Gifts
June 23th 2008
tip HIPAA-potamus adventures
June 23th 2008
tip Preserving Chartiable Intent
June 23th 2008
tip Physician Insurance
June 23th 2008
tip Property Insurance Review
June 23th 2008
tip Help Charity and Grandkids
June 23th 2008
tip Rolling GRATS
June 23th 2008
tip Wrestler Benoit Probate
June 23th 2008
tip QPRT
June 23th 2008
tip Mileage
June 23th 2008
tip Tax Deferred Exchange
June 23th 2008
tip FLP by Estoppal
June 23th 2008
tip Business Pay Caps
June 23th 2008
tip GRATs and Grandkids
June 23th 2008
tip Asset Allocation and REITS
June 23th 2008
tip Darth Vader Death Taxes
June 23th 2008
tip Protect Your Domain
June 23th 2008
tip HIPAA Authorization Checklist
June 23th 2008
tip Employer Buyouts Checklist
June 23th 2008
tip State Taxation of Non-residents
June 23th 2008
tip S Corporation Basis
June 23th 2008
tip Partner’s Planning Checklist
June 23th 2008
tip Anna Nicole Smiths estate
June 23th 2008
tip Abusive Tax Shelters
June 23th 2008
tip Dissolved Corporations
June 23th 2008
tip Real Estate Brokerage Commissions
June 23th 2008
tip Private Annuity
June 23th 2008
tip Trust and Passive Loss Rules
June 23th 2008
tip Uglier Kiddie Tax
June 23th 2008
tip Real Estate Capital Gains
June 23th 2008
tip Are in vitro grandchildren considered heirs?
June 23th 2008
tip When should you update your will? Careful what you read.
June 20th 2008
tip Be a Charitable “Big Shot”
June 20th 2008
tip Charitable Bequests Must Follow the Rules to Be Deductable
June 20th 2008
tip Planning to Live to 100
April 18th 2008
tip Tomi Rae Protection
August 14th 2007
tip Serving as Trustee
August 14th 2007
tip Senior Divorce
August 14th 2007
tip Retirement Projection Errors
August 14th 2007
tip Qualified Personal Residence Trust
August 14th 2007
tip Protect Heirs from 2nd (and later) Spouses
August 14th 2007
tip FLP/LLC Audit
August 14th 2007
tip Newlyweds
August 14th 2007
tip Annual Review of Life Insurance Checklist
August 14th 2007
tip Family Business Heir
August 14th 2007
tip Employer Buyouts
August 14th 2007
tip Serving as Agent
August 14th 2007
tip Basic Misconceptions About Estate Planning
August 14th 2007
question Living Trust and Protecting Assets
August 07th 2007
tip Estate Planning Necessary With or Without Estate Taxes
August 06th 2007
tip Annuities: Creative Use for Heirs
August 06th 2007
tip Avoid Estate Litigation
August 06th 2007
tip Copy Your Wallet: Travel Tips
August 06th 2007
tip Disability
August 06th 2007
tip Estate Identity Theft
August 06th 2007
tip FLPs and Discounts
August 06th 2007
tip GRAT v. IDIT
August 06th 2007
tip Guardians for Your Children
August 06th 2007
tip Irrevocable Trusts for a Partner (Significant Other)
August 06th 2007
tip Naming Fiduciaries (Executors, Trustees and Others)
August 06th 2007
tip Non-Compete Agreements
August 06th 2007
tip Non-Deductible IRA
August 06th 2007
tip Parents’ Planning
August 06th 2007
tip Qualified Personal Residence Trusts
August 06th 2007
tip Quicken
August 06th 2007
tip State Estate Tax Headaches
August 06th 2007
tip Unused Trusts
August 06th 2007
tip Voluntary Alimony Held Deductible
August 06th 2007
tip Powers of Attorney and Chronic Illness
August 06th 2007
tip Piercing the Corporate Veil
August 06th 2007
tip Beneficiary Designations
August 06th 2007
tip What should your child be doing before heading off to college?
August 06th 2007
tip Track Passwords, Usernames, and More
August 06th 2007
tip IC-DISC
August 06th 2007
tip Abusive Tax Shelter Penalties Hit Estate
August 06th 2007
tip Cutting IRS Estate Tax Auditors
August 06th 2007
tip Deferred Compensation
August 06th 2007
tip Recent Developments in New Jersey Tax Law, July 2006
August 06th 2007
tip Home Sale Exclusion
August 06th 2007
tip Foreign Trusts
August 06th 2007
tip 529 Plan Options
August 06th 2007
question Trust term
August 03th 2007
question Living Trusts and Will Cover Same Property
August 01th 2007
tip Medical Expenses – Plan Now to Get Maximum Tax Benefit
July 31th 2007
tip Charities Can Give Insubstantial Gifts to Donors Without Affecting Contribution Deduction
July 31th 2007
tip Reverse Mortgages
July 26th 2007
question Trusts
July 25th 2007
question LLC decision making/governance
July 17th 2007
tip Prudent Investor and Principal and Income Act Primer
July 16th 2007
tip Which Assets Go to Which Trusts?
July 16th 2007
tip Family Vacation Homes
July 16th 2007
question Division of Estate Assets
July 11th 2007
question Proving assets
July 08th 2007
question Irrevocable Life Insurance Trust and SS 4
July 04th 2007
question Single Father, 1 kid, no Will
July 03th 2007
tip Grantor Retained Annuity Trust
July 02th 2007
tip Split-Dollar Arrangements for Life Insurance — An Overview
July 02th 2007
tip Power of Attorney: Your Most Significant Document
July 02th 2007
tip Life Insurance Periodic Review
July 02th 2007
tip Annual Financial Estate Planning Review
July 02th 2007
tip Chronic Illness Requires Special Planning
July 02th 2007
tip Lead Article Title: Cheap Tricks
July 02th 2007
tip Limited Liability Companies and Self Employment Tax
July 02th 2007
tip James Brown Estate: Lessons for All
July 02th 2007
tip Planning for Solo Professionals
July 02th 2007
tip Different Times, Different Planning
July 02th 2007
tip Pre-Nuptial Agreement
July 02th 2007
tip Prudent Investor Act and Principal and Income Act: Planning Primer
July 02th 2007
tip Boomer Estate Planning
July 02th 2007
tip Charitable Lead Trust
July 02th 2007
question No will, no close family
July 01th 2007
question Funds held in Estate 3 years
July 01th 2007
question Living trusts conversion
June 29th 2007
question Deceased ex-husband
June 27th 2007
question Who can create a living trust
June 26th 2007
question New Spouse Has All Assests
June 26th 2007
question Life Time Rights and a Will
June 24th 2007
question Father’s Medical Records
June 22th 2007
question LLC Information
June 21th 2007
question Buy a business
June 20th 2007
question Title to Brokerage Accounts during Divorce
June 17th 2007
question Remote beneficiary trustee
June 17th 2007
question Accounting
June 10th 2007
question Agency; Agent; Good Faith
June 06th 2007
question FLP Distributions
June 05th 2007
question Trust for a minor
June 04th 2007
question IRA
May 31th 2007
question Living trust and divorce
May 30th 2007
question Laches / stress
May 29th 2007
question Mother’s will challenge
May 28th 2007
tip Anna Nicole Smith: A lesson for all
May 28th 2007
question Living trust amendment
May 15th 2007
question LLC Partnership
May 08th 2007
question Joint Account only Asset
May 07th 2007
question Trust Validity
May 07th 2007
question Planning for a person with Alzheirmer’s dementia
May 06th 2007
question Acquiring my Mothers Property
May 05th 2007
question Remarry provision in trust
May 03th 2007
question Revocable Trust and the gift tax
May 02th 2007
question Executor filing suit
April 26th 2007
question Tax Treatment Of A Personal Loan
April 18th 2007
question Pre nup – Which state governs?
April 12th 2007
question Settlement agreement
April 11th 2007
question Irrevocable trust
April 11th 2007
question A/B Trust
April 10th 2007
question Simple Will changes
April 07th 2007
question What would happen if I left?
April 07th 2007
question Is there a gifting problem to the trustees?
April 01th 2007
question Heir property
March 31th 2007
question Asset protection and annuities
March 31th 2007
question Domestic Partners Own House
March 28th 2007
question Living trust post death
March 27th 2007
question Mental competency
March 27th 2007
question Assets vs estate vs. Probate Estate vs. Taxable Estate
March 26th 2007
question Custodial Account
March 25th 2007
question Pre-marital holdings
March 25th 2007
question Late Father’s Paycheck
March 23th 2007
question Revocable Trust
March 22th 2007
question Deed to house; Life Estate; Remainderman
March 19th 2007
question FLP (Family Limited Partnership) Discounts; House
March 12th 2007
question Durable Power of Attorney
March 01th 2007
question eBay
February 28th 2007
question Mental incompetent
February 27th 2007
question Friend Trustee – Fees
February 27th 2007
question Accused of Stealing
February 21th 2007
question Emergency Child Medical Form
February 21th 2007
question Terminally ill; Asset protection
February 17th 2007
question Property Settlement Agreement
February 10th 2007
question Power of Attorney duration
February 08th 2007
question sale of property
February 07th 2007
question Power of attorney – What Must Agent Disclose?
February 05th 2007
question Restraining Order
February 04th 2007
question Credit line debt in a divorce.
February 04th 2007
question 2nd marriage and Inheritance
February 04th 2007
question My son died no will
February 02th 2007
question Money for grandkids
January 31th 2007
question Blind Trust
January 29th 2007
question Executor Rights
January 25th 2007
question Codicil
November 29th 2006
question Partner’s Right to Care
November 05th 2006
question Divorce and debt
November 05th 2006
question Power of attorney-Duration; Recording
November 05th 2006
question Nonjudicial Modification of Trust laws
October 30th 2006
question a/b trust
October 28th 2006
question LLC
October 25th 2006
question Blind Trust
October 25th 2006
question Blind Trust
October 25th 2006
question Trusts & Wills
October 25th 2006
question Beneficiaries of insurance
October 25th 2006
question Custody
October 25th 2006
question Loan from By Pass Trust
October 16th 2006
question Rev Living Trust Forms
October 11th 2006
question Delegating care of my child in the event of hospitalization
October 09th 2006
question Trust vs non-trust property
October 09th 2006
question Medical POA
October 09th 2006
question Notice of claim
October 09th 2006
question Will & Living Trust & Individual Trust.
October 03th 2006
question Termination of payment of alimony
October 03th 2006
question Hit and Run
October 03th 2006
question Child’s rights to an estate
September 30th 2006
question How are laws made?
September 30th 2006
question Family gifted property; Divorce
September 27th 2006
question Living Wills & Trusts
September 26th 2006
question Non-Disclosed living trust and divorce
September 26th 2006
question Legal Aid
September 26th 2006
question Legal Aid
September 26th 2006
question Federal Pure Trust or Business Trust
September 21th 2006
question City auto towing
September 21th 2006
question Young Couple Will
September 01th 2006
question Beneficiaries
September 01th 2006
question Vehicle in divorce
September 01th 2006
question Schools and school bus laws
August 31th 2006
question House sold prior to death
August 31th 2006
question Trustee responsibilities
August 31th 2006
question Trustees responsibilities?
August 22th 2006
question Divorce and income tax deductions
August 15th 2006
question Medical Proxy
August 08th 2006
question Corporation with same name
August 07th 2006
question Alzheimer’s/Debilitating Illness
August 07th 2006
question Vehicle Towed
August 06th 2006
question Business Investment: deception and fraud
August 06th 2006
question Bank levy
August 03th 2006
question Changing lawyers.
August 03th 2006
question Forms For Wills
August 03th 2006
question Creating an LLC
August 03th 2006
question Family Limited Partnership Termination
August 03th 2006
question Revoking a Living Trust
August 03th 2006
question Spousal rights after death
August 03th 2006
question Collecting on Personal Loan not Repaid
July 22th 2006
tip Religion Estate Planning and Drafting Tips
June 11th 2006
question Probate Case Study
December 14th 2005
question Mobile Home Note
December 07th 2005
question Minor Child – Care
December 06th 2005
question Living Trust – Successor Trustee Responsibilities
December 03th 2005
question Debt and home and 2nd Marriage
December 02th 2005
question The Newsletter Subscribe box broken?
December 01th 2005
question Does mom need a living trust?
November 26th 2005
question Unfair ruling by court
November 22th 2005
question Next of Kin Access to Medical Records
November 19th 2005
question Damage to household property
November 10th 2005
question Credit card problem
November 01th 2005
question Small Estate Probate
October 20th 2005
question Trust for a minor
October 20th 2005
question LLC or Trust for business
October 17th 2005
question Mother’s Will
October 16th 2005
question How do you handle probate of a small estate?
October 15th 2005
question Family Company
October 09th 2005
question Simple Will
October 04th 2005
question LCC vs C-Corp
October 03th 2005
question Durable power of attorney
September 24th 2005
question Investment Strategy
September 22th 2005
question Petition for Letters of Administration (Interstate)
September 19th 2005
question LLCs versus FLPS?
September 18th 2005
question Guardian Sale of Real Estate
September 17th 2005
question Free divorce papers
September 17th 2005
question Co-Trustees Acting Independently
September 16th 2005
question Death of family member
September 13th 2005
question Petition to Administer Estate with Claim
September 11th 2005
question Will – Simple or A/B?
September 07th 2005
question Buying into a Surgi-Center
September 05th 2005
question Credit Card Write-Off
August 23th 2005
question Living will forms
August 08th 2005
question Credit Card Debt in a Divorce
August 07th 2005
question Will before marriage?
August 07th 2005
question Contract Arbitration
August 02th 2005
question How long is a will valid after death.
July 25th 2005
question Bankruptcy & Inheritance
July 17th 2005
question Forgery
June 25th 2005
question Employee of a Business
June 14th 2005
question Limited Liability Company: Officers
June 08th 2005
question Guardian and Estate
June 06th 2005
question Divorce court appearance
June 03th 2005
question Will – Bequest of House
May 28th 2005
question Beneficiaries and who gets what and when – 2nd Marriage
May 24th 2005
question Transferring title to decedent’s oil interests
May 20th 2005
question Small trust termination
May 18th 2005
question Delegation of Successor Trustee’s duties
May 10th 2005
question Work Place Harassment
May 08th 2005
question Capital Gains Tax-House
May 06th 2005
question Will – Land Bequest
May 05th 2005
question What happens to litigation claims on death?
April 28th 2005
question Removal of public administrator
April 26th 2005
question Motions Form
April 23th 2005
question Bequest of Cash: Real or Personal Property; Holographic Will
April 22th 2005
question How does a trustee carry out the trustors wishes after death. How much time? Whom to notify?
April 17th 2005
question Living wills and Trusts
March 28th 2005
question Power of Attorney – Agent signing
March 21th 2005
question Nursing care expenses
March 16th 2005
question Guardianship
March 07th 2005
question LLC Ran From Home Office
March 03th 2005
question Mortgage Interest on Mobile Home
February 24th 2005
question Probate: Will and POD Account
February 08th 2005
question Tax allocation clause in will
February 04th 2005
question Reimbursement Amount for Probate Court Investigation
February 03th 2005
question Approval of Transfer of Membership form for LLC
January 28th 2005
question Advance Directive
January 24th 2005
question Taxes
January 17th 2005
question Membership
January 15th 2005
question Living Will and Separated Husband
January 05th 2005
question Prepaid checks
December 20th 2004
question Recommended books or primers
December 13th 2004
question Surviving Spouse and Probate
December 08th 2004
question Suing an LLC
December 07th 2004
question Education Trust
December 01th 2004
question How does my cousin go about getting a copy of his mother’s Will?
November 22th 2004
question Protecting Heirs; Executor Fees
November 19th 2004
question How do you find a good estate attorney?
November 04th 2004
question Executor Release Form from Legal Claims
November 04th 2004
question Pre-nup agreement
October 28th 2004
question Medical Power of Attorney
October 26th 2004
question Bank Certificates of Deposit
October 21th 2004
question Filing Judgment
October 20th 2004
question Divorce decree versus will or trust
October 05th 2004
question Sample Revocable living Trust
October 04th 2004
question Asset Protection for Physician
September 28th 2004
question Wills-are children provided for?
September 24th 2004
question Forming Entity in Different State
August 21th 2004
question Trust and Will Challenge
August 15th 2004
question Pain Management Clinic
August 11th 2004
question Family LLC Exit Strategy
August 10th 2004
question Environmental Concerns
August 04th 2004
question Protecting trust assets from a judgment against a beneficiary
July 26th 2004
question Restraining Order
July 23th 2004
question Inhertitance
July 14th 2004
question Withdrawal from LLC
July 10th 2004
question Minor Child Guardianship
July 09th 2004
question Probate – Disclaimer
June 27th 2004
question Insurance Trust and Gifts
June 26th 2004
question Living will
June 26th 2004
question Receipt and Release
June 26th 2004
question Insurance Policy
June 17th 2004
question Employment Termination
June 11th 2004
question Terminating a corporation
June 10th 2004
question Invalidating Amendments to Living Trusts
June 09th 2004
question Tangible personal property-Estate Tax
June 03th 2004
question Definition of some Employment Termination Terms.
May 23th 2004
question Grandchild Trust with/without age Limit
May 14th 2004
question Temporary guardianship
May 12th 2004
question Asset protection – how do I deal with risky & safe assets?
May 09th 2004
question Wills
May 04th 2004
question Revocable Living Trust Update Costs
May 01th 2004
question Trust For Minor
April 28th 2004
question Beneficiary changes
April 27th 2004
question Guardian and Estate
April 21th 2004
question College bound kids & financial aid
April 20th 2004
question Annual gifts
April 18th 2004
question Attorney Problems
April 14th 2004
question Husband and Wife will distributions differ
April 13th 2004
question LLC Withdrawal
April 11th 2004
question Giving grandson $100,000 for a new house
April 07th 2004
question Revocable trust
March 26th 2004
question Automobile accident
March 21th 2004
question Will – Husband & Wife
March 18th 2004
question Life Insurance
March 15th 2004
question Will or Living Trust – To be or not to Be!
March 12th 2004
question Civil Laws in Florida Regarding Polygraph Tests
March 07th 2004
question No Will, Who Inherits?
March 01th 2004
question Real Estate in a Trust
February 25th 2004
question Loan
February 23th 2004
question Delaware LLC, Trust, Asset Protection Confusion
February 17th 2004
question Probate procedure
February 05th 2004
question Life Insurance Trust (ILIT)
January 23th 2004
question How do I print laweasy web forms?
January 14th 2004
question Parent dies without Will
January 10th 2004
question Revocable living trust-self help
January 09th 2004

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