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capostSummer
25
May

Estate Planning Summer Checklist

We get busy this time of year as families get ready for summer vacations. Here is an Estate Planning Checklist to review before your trip. 1.…

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16
Jan

Thank Congress if You Made Big Gifts in 2012

Hank Wittenberg has a great article on estateplanning.com on why those of you who did year end planning in 2012 made the right choice, even though…

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20
Nov

How the Lifetime Bypass Trust Works: Attention CPAs

Many of my clients are interested in the Lifetime Bypass Trust. And some are vetting the concept through their CPAs. Here is an email (with the…

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31
Oct

Gift Now and Avoid Estate Tax

If you have a net worth of $1M or more (or as a couple, $2M or more), and act now, you could forever remove the threat…

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29
Oct

Death Tax Resurrection

The Wall Street Journal editors have written a short piece on the death tax. In the swirl of the election, no one is talking about the…

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11
Oct

If It’s Too Good To Be True, It Is – Tax Fraud

I've been an attorney for almost two decades, and I am always amazed, but never surprised, at how gullible some people, even supposedly smart people, like…

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caPostRental2
05
Sep

8. You Can Give Your Children Divorce and Asset Protection

This is part 8 in my series, Estate Planning – What You Need to Know. Part 8 - You Can Give Your Children Divorce and Asset…

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30
Aug

7. Funding Your Revocable Living Trust

This is part 7 in my series, Estate Planning – What You Need to Know. Part 7 - Funding Your Revocable Living Trust Now to get…

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10
Aug

3. What if You Don’t Have an Estate Plan?

Here is Part 3 of my series, Estate Planning - What You Need to Know. What if You Don't Have an Estate Plan? Simply put, if…

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16
Jul

You Need Life Insurance to Protect Your Family

If you have young children, and you are not independently wealthy, you must get a big term life insurance policy. If you died tomorrow, would your…

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