by Christine | Jan 23, 2013 | Elder Law, Estate Planning, Retirement Abroad |
Among the top retirement spots in the world this year, you’ll find great variety in the cultural offerings, climates and lifestyles. When you hear “make a run for the border,” you may be reminded of Taco Bell’s slogan in the mid-1990s. But this phrase isn’t...
by Christine | Jan 21, 2013 | Art, Charitable Giving, Estate Planning, Gift |
The Brooklyn Museum seemed to have garnered a bonanza in 1932 when it received a large bequest from the estate of Col. Michael Friedsam, president of the elegant retail emporium B. Altman. But eight decades later … the museum potentially faces a hefty bill to store...
by Christine | Jan 18, 2013 | Charitable Giving, Estate Planning, Fiscal Cliff, Individual Retirement Accounts (IRA) |
When it comes to taxes, never say die. As part of the "fiscal cliff" deal, Congress has resurrected a popular tax-law provision, known as the "IRA charitable rollover," that had expired at the end of 2011. New Year’s resolutions are chock-full of...
by Christine | Jan 15, 2013 | Estate Planning, Trustee, Trusts |
I suspect that trustees are most often comfortable with a prevention-focused mindset. Here’s my take: Our ability to recognize and deliberately change our mindset just might be a game-changer. For all the laws and expectations put upon trust officers, it’s important...
by Christine | Dec 28, 2012 | Estate Plan, Estate Planning, Trusts, Wills |
Everyone likes practical pointers. Here are more than eight, but fewer than ten practical estate planning pointers for your consideration, especially as we enter a new year. Keep your important documents like your will or trust up-to-date. Keep your legal residence...
by Christine | Dec 24, 2012 | Asset Protection, Assets, Estate Plan, Estate Planning |
If you are like many other American families, the current upheaval in Washington regarding the fiscal cliff (and the estate and gift taxes) doesn’t particularly interest you. However, while the discussions in Washington generally only affect the extremely wealthy,...
