Category: Estate Plan

How QTIPs Are Used to Preserve and Control Assets

September 15, 2015 Category: Current Affairs, Death, Elder Law, Estate Legislation, Estate Litigation, Estate Plan, Estate Planning, Long Term Care Planning, Probate, Trust, Trustees, Wills

Second and subsequent marriages that occur later in life present challenges when it comes to estate planning. While no longer unusual or uniq... Read More »

Tags: Asset Protection, Estate Planning, Estate Planning Lawyer, Estate Tax, Inheritance, Life Insurance, Living Trust, Probate Attorney, Probate Court, Qualified Terminable Interest Property (QTIP) Trust, Tax Planning, Trusts, Trusts and Estates No Comments

Discussion: What Kind of Death Do You Want?

September 14, 2015 Category: Death, Estate Plan, Estate Planning, Trust, Wills

Death is truly our final frontier. Most of us like to imagine a story-book ending: lying in our bed at home, surrounded by those we love, wit... Read More »

Tags: Asset Protection, End-of-Life Planning, Estate Planning, Estate Planning Lawyer, Estate Tax, Guardianship, Health Care Directive, Inheritance, Probate, Probate Attorney, Probate Court, Tax Planning, Trusts, Trusts and Estates, Wills No Comments

Retirement Savings Options for Self-Employed

September 10, 2015 Category: Elder Law, Estate Legislation, Estate Litigation, Estate Plan, Estate Planning, Trust, Trustees, Wills

Unlike people who work for an employer and can set automatic deductions for their IRA accounts, self-employed people need to set up and contr... Read More »

Tags: Asset Protection, Estate Planning, Estate Planning Lawyer, IRA, Planning for the Future, Retirement Planning, Roth IRA, SEP-IRA, Tax Planning No Comments

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