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Monthly Archives: November 2010
Suggestions on Giving Responsibly in Tough Times
The holidays are traditionally a season of charitable giving, and, despite the economic tough times, that does not appear to have changed. The Red Cross published a survey showing that 57% of Americans still plan to give between this Thanksgiving … Continue reading
Posted in Charitable Giving, Estate Planning
Tagged Charitable Giving, Estate Planning, Holidays, Wealth Management
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Family Finances and Thanksgiving Dinner Don’t Mix, But There May Be Some Other Time This Weekend to Bring Up These Important Topics
Estate planning is a gift. Ideally, executing a will or trust is unselfish. The intent is to benefit the heirs, while the planner gains peace of mind, but usually no financial benefit from the process. Many parents consider a well-drafted … Continue reading
Posted in Estate Planning, Living Trusts
Tagged Communication, Estate Planning, Family, Undue Influence
1 Comment
Senator Reid Signals Election Results Mean Lower Taxes
It comes as no surprise that the Republican gains on November 2 have created pressure for lower taxes. Surviving Senate Majority Leader Harry Reid is already waiving a white flag. Having previously spoken out strongly in favor of increasing taxes, … Continue reading
Posted in Congress, Federal Estate Taxes
Tagged Congress, EGTRRA, Estate Tax
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Investing in Real Estate in Other States Magnifies the Need for a Living Trust
Shopping for real estate bargains? Considering investing in real property located across state lines? Already own homes in more than one state? I hope you have a living trust, and that each parcel is in the trust. If you want your … Continue reading
Posted in Living Trusts, Probate
Tagged Living Trust, Probate, Real Estate
Comments Off on Investing in Real Estate in Other States Magnifies the Need for a Living Trust
Seminar Announcement
Introducing my new blog. I hope you like it. I wanted to spread the word that I will be on the faculty of a seminar entitled “Estate Administration Procedures: Why Each Step is Important”, hosted by NBI on December 14, … Continue reading
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