Posts tagged with: "estate+planning"
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21 Nov 2011, 5:57 pm
If you’re in the fortunate position of deciding where to leave your millions or billions, take some advice from billionaire Warren Buffett’s son, Peter: Don’t spoil them. [read post]
16 Jan 2012, 3:42 am
Everyone should have an estate plan. Estate planning attorneys say that a lot, and we mean it! But this is even more critical for farming families. There are many unique issues and problems that play an important role when planning for families with farms, among them: estate taxes, complicated probates, business succession, emotional ties and [...]Unique Estate Planning Issues in Agricultural Communities is a post from: Epilawg [read post]
3 Jan 2011, 5:05 pm
“… anyone expecting those (tax) gifts from Washington to lift the cloud of uncertainty hanging over the U.S. economy will be disappointed. If anything, the outlook is hazier than ever.” [read post]
3 Nov 2010, 9:00 am
"However, if you are charitably-inclined, or want to make a large, nontaxable gift to your heirs, it could be very important for you to know that the November rate is set at an all-time low of just two percent. This low rate makes certain estate planning strategies, such as grantor retained annuity trusts (GRATs) and charitable lead trusts (CLTs) quite attractive, especially in light of the return of the estate tax next year." [read post]
14 Feb 2010, 9:42 am
My web site, www.LegacyPlanningLLC.com, contains a wealth of material on estate planning principles, the LegacyBuilder Process, and explains in detail how I work with clients.
Visit today to learn why most estate plans don’t work, and what factors are necessary to have an estate plan that works for you and your family over time.
[read post]
14 Sep 2011, 3:22 pm
If you enjoyed that last summer outing to your vacation home this Labor Day weekend, it's a good time to start thinking about creating a succession plan for the property. A detailed plan will make the transfer of ownership easier and establishes rules to will help prevent bitter family conflicts down the road, experts say. [read post]
5 Oct 2011, 10:49 am
Parents need to develop a plan that monitors their prodigal sons and daughters while respecting their independence and giving them room to mature. It's a delicate balance, but parents who employ innovative financial training, carefully chosen trustees and cleverly written trusts can find there's hope for their high-rolling offspring. [read post]
7 Jan 2012, 11:13 am
A woman who dated her beau for 44 years and was on the verge of finally marrying him lost a case recently in New Jersey tax court that cost her beau’s estate $214,000 in state taxes. That’s money that would have otherwise gone to her and the man’s niece and nephew. [read post]
20 Dec 2010, 7:15 am
“Man’s best friend” Ironically, the phrase “man’s best friend” was coined by an attorney. In 1869, a man’s dog was shot and killed by his neighbor; he hired three attorneys to sue the man who shot his dog. One of the three attorneys used the phrase “man’s best friend” during his closing argument to the [...]Fido’s Fate is a post from: Epilawg [read post]
23 Jan 2012, 8:47 am
Here's an irony: Even as the U.S. government is cracking down on illegal foreign accounts, other new laws and proposals could present big incentives for the wealthy to move more money offshore. [read post]
12 Dec 2011, 1:32 pm
The challenge for many small family-owned businesses in succession planning lies in choosing a successor and deciding how the business will be governed when you are not there. [read post]
22 Feb 2012, 9:12 am
Couples who filed joint returns must now file separate powers of attorney. [read post]
3 Nov 2011, 10:09 am
Perry and Cain, both contenders in the race to be the next Republican candidate for president, are proposing massive overhauls of the current progressive income-tax [read post]
10 Oct 2011, 1:13 pm
Nearly two-thirds of seniors don't know that the Medicare enrollment period is early this year, a survey shows, and that could cost them. [read post]
30 Jan 2012, 10:16 am
Many people faced with mounting pressure from creditors are unaware of how to protect their assets, and very often it is too late once they are already in financial trouble. [read post]
20 Nov 2012, 10:48 am
Not all small business owners wear slacks. Instead, some opt for overalls or jeans and work boots and make their offices in barns and fields, tending livestock and crops. Regardless of the uniform, every small business owner faces an uphill … Continue reading → [read post]
21 Feb 2012, 8:06 am
Inherited retirement accounts are truly one of those gifts that keep on giving because heirs can benefit for many years without much tax burden, but Congress is starting to talk about curtailing breaks on the accounts. [read post]
26 Aug 2012, 3:12 pm
Because my practice is a mix of serving small businesses and families, I am separating these two facets of law into separate blogs, so that going forward posts of interest to entrepreneurs and businesses will continue to be posted here, posts concerning estate planning, wills, trusts, etc. will be posted at my new Los Angeles Estate Planning Blog. The first post on trust protectors is up now. For now, past articles on estate planning will remain here, but I may migrate or duplicate these to the… [read post]
20 Apr 2010, 9:48 pm
Many times when a person is creating a will or a trust, s/he will nominate a child or other family member to act as executor or trustee. In theory, there is nothing wrong with doing this. However, in my many years of practice, I have seen problems arise after the death of the parent or other loved one because the trustee or executor is no longer getting along with the rest of the family. [read post]
26 Oct 2010, 9:00 am
What can “regular” folks learn from celebrity troubles? I think the number one lesson is that it is important to realize that your estate needs to be planned using proper and solid legal documents (drafted by an experienced estate planning attorney), rather than left for courts to sort out. [read post]