Over the last year or so, you have probably encountered numerous versions of “waivers” or “disclosures”, not only in your doctors’ or ...

One of the most important aspects to consider when designing one’s trust is the role of a trustee and successor trustee. This often ...

We cannot avoid getting older, but we can avoid making mistakes with regards to our retirement planning. For many of us, our retirement...

Today there are over 20,000,000 blended families in the United States. It is not uncommon to bring together not only children of a ...

The use of a “Qualified Personal Residence Trust” (QPRT) can provide a strong form of asset protection against creditors. This plan is...

A popular strategy allowing for family members, i.e., parents, siblings, or spouses, to create a trust for the benefit of each other in ...

When it comes time to select a trustee for your living trust, which generally is established for family members, most of the time ...

The use of a Self-Cancelling Installment Note (SCIN) can be a very tax efficient method for transferring business interests to ...

Since many individuals with special needs are unable to obtain needed health coverage other than through Medical Assistance, it has...

With the new tax laws potentially changing in 2013, the question is whether you should sell appreciated capital assets in 2012 to take ...

Current tax laws provide an unprecedented opportunity allowing for the transfer of $5,120,000. On top of this phenomenal transfer of ...

The use of an irrevocable trust is probably one of the most effective estate planning strategies. A primary advantage is they allow ...

Why would somebody want to do estate planning under the American Tax Relief Act of 2012 (ATRA) if their estate was below $10,500,000? ...

Often times when irrevocable trusts are created for the benefit of husband and wife, the “reciprocal trust doctrine” may rear its ugly...

With the low current interest rate environment and the published IRS applicable federal rates (AFR), we are witnessing phenomenally low ...

The act of dying without a will is called intestacy. The distribution under the laws of intestacy will vary from the wishes of the...

For some people, professional money management is well worth the price. It saves their time and energy, and allows them to sleep nights...

A recent survey indicated that the vast majority of American’s between 55 and 75 would like to have a guaranteed lifetime income in ...

Most people look forward to living a long, healthy life, planning and investing throughout their working years with the goal in mind of...

When would you have thought that long term care insurance would be considered an investment? For high net worth individuals, utilizing ...