by Christine | Nov 29, 2011 | Estate Planning, Special Needs Trusts, Trust Administration |
While hiring a professional trustee may not always be the best solution, it is almost always better to have a professional with experience managing special needs trusts serve in place of an unqualified or overwhelmed non-professional trustee. So, you’ve created a...
by Christine | Nov 28, 2011 | Estate Planning |
While you most certainly can write your own will, I believe that there are too many potential problems that can arise. A DIY (do it yourself) attitude can get you a lot of places, after all, its part and parcel to the entrepreneurial spirit. Of course, anyone who’s...
by Christine | Nov 25, 2011 | Estate Planning, Tax Planning |
The moral of the story is that in order for the plan to work you must have coordination between the attorney who prepares the plan and the accountant who will be preparing the relevant returns. If you don’t want to trouble yourself with what entity should pay what...
by Christine | Nov 24, 2011 | Elder Law, Estate Planning |
I am so thankful for all of you who read my blog and enjoy my posts on estate planning and elder law issues. I truly appreciate you all. I hope that you have a wonderful Thanksgiving enjoying the company of your friends and family!
by Christine | Nov 24, 2011 | Elder Law, Estate Planning |
I am so thankful for all of you who read my blog and enjoy my posts on estate planning and elder law issues. I truly appreciate you all. I hope that you have a wonderful Thanksgiving enjoying the company of your friends and family!
by Christine | Nov 22, 2011 | Estate Planning, Tax Planning |
If you’re in the fortunate position of deciding where to leave your millions or billions (or even if you are not), take some advice from billionaire Warren Buffett’s son, Peter: Don’t spoil them. It doesn’t take an experienced estate planner to say so, but “money is...
