Estate Planning
Nine common estate planning mistakes
In a recent post, Trusts & Estates published an article discussing nine common mistakes in estate planning. These are mistakes unrelated to legal…
The ten most common mistakes in healthcare directives
According to a recent Wealth Management article, the 11 most common mistakes in healthcare directives are: 1. Treating directives as simply a form…
More federal filing requirements for foreign trusts
The U.S. Department of Commerce (DOC) has issued a new reporting requirement (BE-10) for individuals, trusts, estates and small businesses with certain…
Thinking about incentive trusts
In a recent Trusts & Estates article, “The Ultimiate in Dead Hand Control – Incentive Trusts,” attorney Charles Redd considers “incentive trusts”…
The benefits of long term care insurance
In a recent WSJ article, researchers Olivia Mitchell and Daniel Gottlieb report findings on their recent study regarding long term care insurance. An…
Are the rich frugal?
The frugality of the rich. A lot of millionaires aren’t easy to spot, and are more likely to be found shopping in the…
Planning for Digital Assets
In a recent WSJ Wealth Advisor article, New York advisor Holly Isdale discusses the planning she does with clients to prepare to deal…
The wealthy actually care about their society
In the debate over disparity separating America’s rich from the middle class, the wealthy aren’t usually associated with everyday concerns such as…
Facebook Legacy Contact Designations
Each year, our digital lives are more important. We live, plan, socialize, invest and communicate in the digital world. Many persons across…
State of the Union or Tax demagoguery?
In his State of the Union address, President Barack Obama called for raising the top capital-gains tax rate. He is also proposing to impose this…
