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Blog Posts in 2016

  • A Deeper Look into Probate, Last Wills and Revocable Living Trusts

    In a previous article, I shared a few stories about some eccentric persons’ last wills. Although the wills provided some entertainment value, most likely, none of you garnered a lot of useful information from reading them. I merely reinforced the notion that you should plan for your death. No news flash there. Unfortunately, as an estate planning attorney, I deal with taboo subjects like death and ...
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  • Colorful Goodbyes

    Many people view their last will and testament as a final opportunity to make a statement to the world about who they are and who and what they care about. Some of the most notorious devisees immediately come to mind. Leona Helmsley aka the “Queen of Mean ”: The infamous tax felon left 12 million dollars to her Maltese “Trouble” while two of her grandchildren received the big goose egg. The other ...
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  • Is An A/B Trust Still Necessary And Advisable?

    IS AN A/B TRUST STILL NECESSARY AND ADVISABLE? To understand why an A/B Trust may no longer be necessary, one has to understand the estate tax system. In the U.S., every person can transfer a certain amount of property (whether real or personal) to loved ones without being subject to estate tax. Estate taxes are taxes assessed on the transfer of money and property to others at death. For a long ...
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  • Do You Need To Update Your Trust?

    DO YOU NEED TO UPDATE YOUR TRUST? You bit the bullet years ago and finally have an estate plan in place. At the centerpiece of your plan is a revocable living trust. When you die, your assets will be in your living trust and your successor trustee will distribute your property pursuant to the terms of your trust. Hooray! Your heirs will likely not have to deal with the expensive and time-consuming ...
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  • What Is a Health Care Directive?

    A health care directive is a document whereby you appoint an agent to make health care decisions for you should you become unable to make decisions for yourself. In the document, you specify under what circumstances you wish for your life to be sustained. The health care directive also can serve the purpose of permitting your health care providers to disclose sensitive information to certain ...
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