Estate Planning
Financial conflict in a second marriage
In a recent WSJ Wealth Advisor article, Kimberly Weisul addressed the issue of easing financial tension in a second marriage. She interviewed a…
Family meetings
In a recent Trust & Estates article, see http://wealthmanagement.com/estate-planning/family-meetings-come-age, Patricia Angus discusses some current thoughts on family meetings. Family meetings are an excellent…
IRS issues guidance on Net Investment Income Questions
In an August 8, 2013 publication of “questions and answers”, see http://www.irs.gov/uac/Newsroom/Net-Investment-Income-Tax-FAQs, the IRS explained basics of the new 3.8% “net investment income tax”…
Are you ready to let go?
A recent USA Today story (http://www.usatoday.com/story/news/nation/2013/11/06/injured-hunter-chooses-death-over-paralysis/3461259/) discusses the case of Tim Bowers, an Indiana man who fell 16 feet from a deer tree…
Feds take aim at gun trusts
An October 5 Wall Street Journal article, “Silencers Loophole Targeted for Closure,” discussed a proposed federal regulation which could limit the use…
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…
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…
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…
Young Adults Need Estate Planning, Too
Young Adults Need Estate Planning, Too Once a child turns 18, parents lose the legal ability to make decisions for their child…
Traveling without the Kids? Planning for a Minor’s Medical Care in Your Absence
Since many of our clients have been traveling (sans kiddos) this summer, we’ve received this question quite a bit: What happens if…
