Month: September 2013
September 25, 2013
Why would I want to dismantle my trust?
In last weekend’s “Weekend Investor” page in the Wall Street Journal, reporter Arden Dale in “How to Dismantle a Trust” reports that…
September 16, 2013
What happens when there is no living will?
For decades, planning for serious illness and end of life involved two approaches. First, clients used “advanced directives”, otherwise known as a…
September 7, 2013
WSJ Article addresses new focus on income tax planning
Planners focus on income tax planning opportunities A recent Wall Street Journal article discusses how estate planning after the 2013 changes and the American…
