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Category Archives: Estate Planning
Define Yourself and Your Legacy by Your Decisions
Avoiding tough decisions can be hazardous to your future. Studies show that we regret the failure to act more than any other kind of mistake. That means failing to make an estate plan should be even more embarrassing than … Continue reading
Posted in Estate Planning
Tagged Avoiding Regret, Decisions, Estate Planning
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Should Children Urge Parents to Do Their Estate Plan This Holiday?
This is an updated version of last year’s pre-holiday post. If parents do not have an estate plan should their children ask them to get it done? Many parents never find time to set things … Continue reading
Posted in Estate Planning, Trust Funding
Tagged Communication, Estate Planning, Holidays
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Is Congress Driving You Crazy?
When I was in law school, I interviewed for a job with a Washington DC tax attorney. Congress had just overhauled the tax code, and I asked how the changes had affected his practice. What started as a job … Continue reading
Posted in Congress, Estate Planning, Federal Estate Taxes
Tagged Congress, Estate Planning, Estate Tax, Uncertainty
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The Demise of Asset Protection Trusts: An Update
Last month, a Bankruptcy Court in Alaska entered a ruling against one Tom Mortensen that seemingly eviscerates asset protection trusts. The Trust Advisor Blog has provided a comprehensive update on the fallout from that ruling: Alaska is one of … Continue reading
Posted in Estate Planning
Tagged Alaska Trusts, Asset Protection Trusts, Fraudulent Conveyances
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Crucial Beneficiary Designations
Beneficiary designations are an increasingly important element of estate planning. They can help to avoid probate, but they can also stir up disputes if not part of a coordinated estate plan. It is not enough to specify heirs in … Continue reading
Posted in Beneficiary Designations, Estate Planning
Tagged Beneficiary Designations
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Why Do Parents Fail To Choose Guardians?
Why is choosing a guardian for minor children one of the more neglected responsibilities of parents? Jacoba Urist for the Huffington Post looks for answers: So, for the past year, I’ve been interviewing families, trying to figure out … Continue reading
Posted in Estate Planning, Guardianships, Wills
Tagged Children, Guardians, Minors, Nomination, Parents
Comments Off on Why Do Parents Fail To Choose Guardians?
Steve Jobs Died Without Owing Estate Tax: A New Urban Legend?
After the death of Steve Jobs last week, opinions started circulating that he was so smart that he even knew how to avoid paying estate taxes better than anyone else. Jobs was smart and he seems to have done … Continue reading
Posted in Celebrity Probates, Charitable Giving, Estate Planning, Federal Estate Taxes, Living Trusts, Trust Funding
Tagged Celebrity Probates, Charitable Giving, Estate Tax, Steve Jobs, Trust Funding, Unlimited Spousal Exemption
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