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Posts by category

• Category: Advance Health Care Directive
  • Thanksgiving Nightmare: An Advance Health Care Directive Story
• Category: Attorney
  • Business Succession Planning May Be Easier than You Think
• Category: Business succession
• Category: business succession planning
  • Start 2022 the Right Way
• Category: consumer
  • Just When You Thought You Understood the 10-Year Rule, Think Again
  • Estate Planning – Something You Shouldn’t Do Yourself
  • Application of the Updated Life Expectancy Tables
• Category: consumer protection
  • What Everyone Should Know about the New FDIC Regulations
• Category: disinherited beneficiary
  • What an In Terrerem Clause Can Do for You
• Category: Estate Planning
  • Common Mistakes in Estate Planning – IV
  • Common Mistakes in Estate Planning – Part III
  • Common Mistakes in Estate Planning – Part II
  • Common Mistakes in Estate Planning – Part I
  • Planning for the “Silver Tsunami”
  • More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
  • What’s Estate Planning Got to do with Interest Rates – Part II
  • What’s Estate Planning Got to do with Interest Rates – Part I
  • The Inflation Reduction Act
  • How Do I Trust Thee…Part III
  • How Do I Trust Thee…Part I
  • Understanding Tax Apportionment Clauses
  • Spring Summit 2022: Celebrating Friendship in the Lone Star State
  • The Toll of Serving as Fiduciary
  • The Power in Powers of Appointment
  • Application of the Transfer for Value Rule to the Sale of Life Insurance
  • What Estate of Marion Levine Means for Life Insurance
  • Let’s Talk about Trusts…and Taxation
  • State Income Taxation of Social Security Benefits
  • How Estate Planning for a Family May Trap the Unwary Practitioner
  • The Intersection of Legacy Contacts and Estate Planning
  • Double Your Gifting with Spousal Gift-Splitting
  • The Evolution of our Unified Estate and Gift Tax System
  • How Estate Planning Documents Help Prevent Elder Abuse
  • Estate Planning Reduces Stress During High Anxiety Times
  • Advantages of Using a “Grantor Trust” in Planning
  • Joint Tenancy Problems in Estate Planning
• Category: Estate Planning
  • The American Dream…Turned Nightmare
  • The Intersection of Asset Protection Planning and Estate Planning – Part II
  • The Intersection of Asset Protection Planning and Estate Planning – Part I
  • Death and Your Digital Footprint
  • How Do I Trust Thee…Part II
  • How Do I Title Thee…Part II
  • How Do I Title Thee…Part 1
  • What Makes a Will or Trust Invalid
• Category: GPOA
• Category: in terrorem clause
• Category: legal education
• Category: LPOA
• Category: no contest clause
• Category: powers of appointment
• Category: retirement planning
• Category: tax
• Category: technology
• Category: Trust
• Category: Uncategorized
  • Chadwick Boseman Demonstrates the Importance of Planning
  • Generational Wealth is Key to Leveling the Playing Field
  • Puerto Ricans are Unique, as Is Estate Planning for Them
• Category: Will

Newsletter

• Your Estate Matters Newsletter, Vol. 27.4
• Your Estate Matters Newsletter, Vol. 27.1
• Your Estate Matters Newsletter, Vol. 26.4

Workshops

• Estate Planning 101: The Basics