ron7732Mar 10, 20212 min read“Deathbed Marriages” vulnerable to challengesDear Clients and Friends, “Deathbed marriages” between couples where a suitor (often a much younger one) marries someone with a short...
ron7732Nov 12, 20202 min readFamily trust could prohibit beneficiaries from going to courtDear Clients and Friends, When setting up trusts for children, grandchildren and other family members, one has a greater ability to limit...
ron7732Mar 21, 20192 min readEstate planning critical for non-traditional couplesDear Clients and Friends, Generally speaking, estate planning laws were designed for the traditional nuclear family, a married couple...
ron7732Dec 15, 20165 min readHandling your deceased parents’ Living TrustsDear 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...
ron7732Oct 1, 20043 min readEstate Planning and Your Highly Appreciated ResidenceThe 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...
ron7732Oct 1, 20033 min readThe Marital Deduction: A Valuable Estate Planning ToolThe federal estate tax marital deduction is one of the most important estate planning tools available to a married couple. The basic...