Category

Estate Planning
07
Dec

House Of Representatives Passes Permanent Estate Tax Act, But The Fate Of The Bill In The Senate Is Uncertain

December 7, 2009
On December 3, 2009, the House of Representatives passed the “Permanent Estate Tax Relief for...
19
Nov

Managing End-of-Life Medical Decisions

November 19, 2009
Issues surrounding end-of-life medical decisions are seldom easy. However, planning for future healthcare needs, which...
31
Oct

Gift Tax Annual Exclusion Amount Unchanged In 2010

October 31, 2009
The gift tax annual exclusion is the maximum amount which a taxpayer can gift each...
27
Aug

Increasingly, Seniors Are Selling Their Life Insurance Policies To Replenish Depleted Retirement Savings

August 27, 2009
According to a recent article in the August 24th edition of The Dallas Morning News,...
21
Aug

New Statutory Short Form Power Of Attorney And New Major Gifts Rider Form Now Available For New York State

August 21, 2009
A new New York form updating and replacing the old New York Power of Attorney...
10
Aug

Citing Inside Sources, Legal Blogger Predicts Likely Federal Estate Tax Legislative Scenario

August 10, 2009
Gregory Herman-Giddens, Esq., an attorney and certified financial planner, writes the North Carolina Estate Planning...
04
Aug

Estate and Elder Law Planning for Lesbian, Gay, Bisexual and Transgender Seniors

August 4, 2009
The National Center for Lesbian Rights (NCLR) is a national non-profit, public interest legal organization...
24
Jul

Estate Planning In The Context Of A Second Marriage

July 24, 2009
A. Stepchildren. Care should be taken to identify and address issues of step-children with an...
17
Jul

IRS Issues Guidance on Disability Exception to Early Distribution From IRA Penalty

July 17, 2009
In May of this year, the Internal Revenue Service provided guidance on when a taxpayer...
11
Jun

Sensible Estate Tax Act of 2009

June 11, 2009
Under the law passed by President Bush, the Economic Growth and Tax Reconciliation Act of...
22
May

Advance Directives: The Importance of Planning

May 22, 2009
Emotional reactions to the thought of end-of-life decisions prevent many people from planning for their...
15
May

I was a Panelist at the New Jersey State Bar's Annual Meeting, discussing "Representing Clients With Diminished Capacity"

May 15, 2009
Earlier this week I was a participant on a panel held at the New Jersey...
10
May

Advance Medical Directives: The Basics

May 10, 2009
While personal autonomy has long been recognized as a hallmark of modern society, patient autonomy...
05
May

Planning for Disabled Children and Adults: Special Needs Trusts and Supplemental Benefits Trusts

May 5, 2009
As discussed below, a self-settled special needs trust is a device used to protect funds...
27
Apr

Estate Planning For Pets

April 27, 2009
A testamentary trust to provide for the care of a pet is now expressly authorized...
09
Apr

Last Week Senate Voted to Exempt Estates Of Up To $10 Million From Any Estate Taxes

April 9, 2009
President Bush’s tax cut law passed in 2001, called the Economic Growth and Tax Relief...
06
Apr

Estate Planning For Same Sex Couples

April 6, 2009
In the 2006 Lewis v. Harris decision, the New Jersey Supreme Court held that, although...
01
Apr

Intentionally Omitting Children From Your Will

April 1, 2009
If a client chooses not to leave his estate equally to his heirs, or even...
31
Mar

More Companies Eliminate 401(k) Matches

March 31, 2009
The battle for a secure retirement is about to get even tougher. Several new surveys...
06
Mar

Do You Have An Advance Directive For Mental Health Care? Why Would You Want One?

March 6, 2009
An advance directive for mental health care (ADMHC) is a legal document similar to an...
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