by Christine | May 29, 2012 | Divorce, Estate Planning, Family Law, Prenuptial Agreement |
More people are getting married later in life, or for a second or third time. As a result, they have more income, assets, and obligations when they arrive at the altar. So it is no surprise that prenuptial or premarital agreements are becoming a more frequent topic of...
by Christine | May 25, 2012 | Charitable Giving, Easement, Estate Planning, Real Estate |
If you have property that you would like preserve in its present form, there is nothing so close to a free lunch as the donation of an easement. Out in the country, you will call it a conservation easement. In the big city it is a facade easement. In either case, the...
by Christine | May 24, 2012 | Death Put, Estate Planning, Inheritors |
A little-known strategy called a 'death put' can help you lock in higher returns — without stiffing your heirs. Are you concerned about the return on your investments or the return of those investments en route to your heirs? If yes, then you might...
by Christine | May 22, 2012 | Estate Planning, Inheritance |
Younger members of ultra-wealthy households are grappling with their forebears for a say in wealth planning, and women are concerned about how money affects their relationships, the study found, after surveying 53 families with a net worth of $100 million or more...
by Christine | May 21, 2012 | Alzheimer's, Dementia, Elder Law, Estate Planning |
In a clinical trial that could lead to treatments that prevent Alzheimer’s, people who are genetically guaranteed to develop the disease — but who do not yet have any symptoms — will, for the first time, be given a drug intended to stop it, federal officials announced...
by Christine | May 18, 2012 | Estate Planning, Gift, Small Business |
The Tax Court has just passed a new technique that closely-held business owners —and wealthy families — can use to pass assets to heirs with a minimal amount of taxes and complications. The ruling in the case, Wandry v. Commissioner, is stirring up excitement among...