Virtual Asset Protection in an Online World

July 30th, 2014
Google on Wednesday became one of the first major Internet companies to put control of data after death directly into the hands of its users. Technology has changed the way we view assets, as we now have virtual assets to protect in addition to our t… Read More
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Don’t Forget About Estate Taxes at the State Level

July 29th, 2014
Although the new $5.25 million exemption shields the vast majority of estates from federal taxes, state estate taxes are alive and well. Currently, 21 states and the District of Columbia impose some type of death tax, and most kick in at a level much… Read More
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Examine Your Own Charitable Goals …And The Charities Too

July 28th, 2014
That an entity has been effectively organized, and recognized by the IRS as tax exempt is no guarantee that it is being operated as a charitable entity.  A good rule of thumb is that a charitable entity’s general and administrative expenses sh… Read More
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Don’t Forget to Plan for Your Pets

July 25th, 2014
Why do otherwise doting pet parents fail to make such plans? Most people assume they’ll outlive their pets, says Barry Seltzer, a Toronto-based estate lawyer and co-author of Fat Cats & Lucky Dogs: How to Leave (Some of) Your Estate to Your Pet… Read More
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Would You Give Your Employees Skin In The Game?

July 24th, 2014
In family businesses, there are two main ways stock gets diluted: it gets passed on to employees or it’s passed down through the generations.  We often see the first situation occur in families when owners give out shares to non-family executi… Read More
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Where, Oh Where Will The Family Home Go?

July 23rd, 2014
How do children nudge often-reluctant parents toward making sound and fiscally smart decisions about the future of the family home? The family home is more than likely the most important or valuable asset in one’s estate.  So it makes sense to… Read More
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The Gift of College Funding

July 22nd, 2014
The Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) are sometimes called the “granddaddies” of college savings accounts. Both allow parents to establish custodial accounts for a minor child, and a grandparent can… Read More
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Take the Time to Review Your Estate Plan Regularly

July 21st, 2014
Taking these extra steps may seem like a burden, but having an up-to-date estate plan ensures that the time, thought, and money you put into your planning will ensure that your wishes are put into action. According to a recent explorenews.com article… Read More
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Bill and Hillary Have a QPRT—Is It Right for You?

July 18th, 2014
Qualified personal residence trust has enabled Bill and Hillary to save on estate taxes but it doesn't make sense for everyone. An oldie-but-goodie tax strategy is back in the limelight thanks to the Clintons' much-publicized attempts to so… Read More
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Do You Know When You Can Withdraw From Your IRA? Are You Sure?

July 17th, 2014
Now is the time of year when many investors rush to make contributions to individual retirement accounts. Although IRA investors have 15½ months to make contributions for a given tax year—from Jan. 1 through April 15 of the following year—the pr… Read More
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