Sep 30, 2010 | Estate Planning
During the 1990’s, limited liability companies (“LLCs”) were created as an alternative limited liability vehicle to corporations and limited partnerships, offering its owners limited liability protection from creditors of the LLC. Over the past decade, LLCs became for...
Jan 10, 2010 | Estate Planning
To compare that young boy’s disappointment in Shoeless Joe Jackson with our Congress’ recent failure to act regarding the estate tax is, admittedly, a stretch of poetic license. However, “say it ain’t so” most accurately summarizes my reaction last New Year’s Day when...
Feb 12, 2009 | Estate Planning
First Quarter, 2009 As many of our clients know, the irrevocable trust is an integral component of any estate plan designed to protect inherited monies from the spendthrift or intemperate habits of children, grandchildren and other beneficiaries. Frequently, clients...
Sep 4, 2008 | Estate Planning
Federal statutes and regulations governing individual retirement accounts (IRAs) have changed significantly in the last few years. IRAs may represent the most significant assets you have to pass on to your family. Proper planning is essential to postpone or reduce the...
Apr 3, 2008 | Estate Planning
New laws went into effect last summer which significantly revised the rules applicable to Florida trustees. Basically, the new laws are designed to ensure that an irrevocable trust’s “qualified beneficiaries” (defined broadly to include practically all beneficiaries...
Jan 12, 2008 | Estate Planning
Hurricane season has officially started. How do you protect your estate planning documents during a crisis? What papers should you take with you? Your original health care surrogate, durable business and health powers of attorney, your advance directive (living will),...
