December 8, 2012 |
T’was The Month Before ‘Cliff’-mas…
As I attended a Christmas play with my family last weekend (TWAS THE NIGHT BEFORE CHRISTMAS @ the Kelsey Theater), I tried for a couple of ...
Learn MoreT’was The Month Before ‘Cliff’-mas…
As I attended a Christmas play with my family last weekend (TWAS THE NIGHT BEFORE CHRISTMAS @ the Kelsey Theater), I tried for a couple of hours to completely ‘unplug’ myself from the office and focus on being “there” with the family.
Sadly, I found myself so preoccupied with the year-end planning we are doing in the office (for client’s seeking to tax advantage of the increased exemption this year), that visions of ‘esate-planning’ danced in my head throughout the show. My mind must have somehow mixed the two concepts, because the idea for the below poem came to me.
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Blog
December 5, 2012 |
Protecting Your Assets From Potential Lawsuits
While many people write off asset protection as a mechanism for the very wealthy, the reality is that it would be worthwhile for middle class ...
Learn MoreDecember 2, 2012 |
An Update on Developments, or ‘lack thereof’, on Estate Tax Reform, and a Little Estate Tax Trivia
Two articles about this week sought to shed some light on the estate tax developments, political positions as it pertains to the estate taxes & ...
Learn MoreNovember 28, 2012 |
Estate Planning Devices That May Help Greedy Heirs to Your Assets
Several widely used estate planning devices may actually assist greedy heirs in helping themselves to your assets. A recent article warns of what these estate ...
Learn MoreNovember 21, 2012 |
Exit-Planning for Business Co-Owners
Many times, the last thing entrepreneurs consider in the process of starting a new business venture is how they will handle the departure, on good ...
Learn MoreNovember 14, 2012 |
Justice Department Seeks $28M Restitution in Estate-Planning Scheme
As reported in The Chicago Tribune, two men have been indicted in an estate-planning scheme that yielded $28 million from 120 investors. According to the ...
Learn MoreNovember 7, 2012 |
Learning From Celebrity Mistakes: The Case of the Houston Estate
The premature death of six-time Grammy winner Whitney Houston should serve as a somber reminder that wills not only need to be created, but updated ...
Learn MoreOctober 31, 2012 |
The Human Component of Estate Planning: Leaving Your Legacy
Current estate planning clients are looking to leave more than money and property to the next generation. As Businessweek reports, people are now attempting to ...
Learn MoreOctober 24, 2012 |
Court Finds that J.P. Morgan Mishandled Trust, Orders $18.1 Million Payout
An Oklahoma judge has recently held that J.P. Morgan & Chase Co.’s administration of the Carolyn S. Burford trust was “grossly negligent and reckless.” As ...
Learn MoreOctober 17, 2012 |
Protecting Your Digital Assets
Every day, people are living more of their lives online. Whether via Facebook or online banking, millions of people conduct substantial portions of their personal ...
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