Five Signs a Caregiver is Stealing From Your Loved One
What do you do when an heirloom bracelet goes missing? How about when a bank account starts to inexplicably bleed cash? If you talk to anyone who’s hired someone to help care for an elderly loved one,...
View ArticleSame Sex Couples Estate Planning
Last year brought several favorable developments for same sex couples in the tax and estate planning arenas. First, in June, the Supreme Court ruled in the Windsor case that same sex couples were...
View ArticleThe New Estate Planning Paradigm
tax will consume half of our hard earned wealth when we die. The federal estate tax exemption amount currently is $5.34 million, allowing a married couple to together shield $10.68 million, and those...
View ArticleSon Using Father’s Trust for Son’s Personal Advantage?
When you’re named as a trustee to a trust, especially a trust in which you are also a beneficiary, you are subjecting yourself to several legal responsibilities of which you need to be keenly aware....
View ArticleReverse Estate Plan to Eliminate Capital Gains
Estate taxes will not concern as many families now that the federal estate tax exemption amount has increased to $5.34 million. The increase in the marginal estate tax brackets, coupled with the...
View ArticleCelebrating a Half Century
Southwest Florida may be one of the only places in America where, when you comment to someone that you are turning fifty years of age, they reply that you are still a “whippersnapper.” I guess that’s a...
View ArticleSo Where Are You From?
So where are you from? And if you own a residence in Florida and haven’t declared Florida residency yet, why haven’t you yet?! In case you haven’t heard, living here can substantially decrease your tax...
View ArticleYou’re Never Too Young to Update Your Plan
Not that anyone reading this plans on mixing up a cocktail of illegal drugs and shooting them into one’s body, the death in February of actor Philip Seymour Hoffman at the relatively young age of 46...
View ArticleHow Much for My Image?
Next to this column is my portrait photo that was taken about three years ago. I’m certainly not famous, although I recently dined at Gramma Dots where someone recognized me as the guy who writes this...
View ArticleNuptial Agreement Often a Necessary Estate Planning Tool
“Tom and Nancy” recently entered into marriage, the second time for each. Tom has three adult children from his prior marriage and Nancy has two adult children from hers. When they arrived at my office...
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