“Deathbed Marriages” vulnerable to challenges
Dear Clients and Friends, “Deathbed marriages” between couples where a suitor (often a much younger one) marries someone with a short...
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ron7732
- Nov 12, 2020
- 2 min
Family trust could prohibit beneficiaries from going to court
Dear Clients and Friends, When setting up trusts for children, grandchildren and other family members, one has a greater ability to limit...
ron7732
- Mar 21, 2019
- 2 min
Estate planning critical for non-traditional couples
Dear Clients and Friends, Generally speaking, estate planning laws were designed for the traditional nuclear family, a married couple...
ron7732
- Dec 15, 2016
- 5 min
Handling your deceased parents’ Living Trusts
Dear Clients and Friends, As a former IRS attorney I was specially assigned to the Estate and Gift Tax division and in my 4+ decades of...
ron7732
- Oct 1, 2004
- 3 min
Estate Planning and Your Highly Appreciated Residence
The absolute basics on one’s estate planning are to have a valid living Trust, a backup Will for that Trust and a Medical Durable Power...
ron7732
- Oct 1, 2003
- 3 min
The Marital Deduction: A Valuable Estate Planning Tool
The federal estate tax marital deduction is one of the most important estate planning tools available to a married couple. The basic...