Menu
» Uncategorized
Don’t “Escheat” Your Family Inheritance
June 7th, 2013
Nearly 2.5 million Americans died last year, many without signing a will. One of them was apparently Roman Blum, a Holocaust survivor and New York real estate developer who was worth almost $40 million when he passed away in January 2012 at the age o…
Read More
Read More
Categories: Uncategorized
Share
Asset Protection and the Limited Liability Company (LLC)
June 6th, 2013
In terms of new formations, the Limited Liability Company (“LLC”) is the new King. The former King, the corporation, has been deposed, and relatively few corporations are now being formed other than for companies that have a future hope of being…
Read More
Read More
Categories: Uncategorized
Can One Attorney Meet Both Your Estate Planning Needs?
June 5th, 2013
If a conflict of interest arises in fact between the spouses, their estate planning attorney should withdraw and advise the spouses to retain separate counsel. Having represented both of the spouses, the attorney may not thereafter represent on…
Read More
Read More
Categories: Uncategorized
Accurate Gift Tax Returns Can Literally Stop the Clock (on the IRS)
June 4th, 2013
In 1972, President Richard Nixon cruised to re-election. “The Waltons” premiered on CBS. And Sumner Redstone, who wasn’t yet a global media mogul, (allegedly) made a taxable gift to his children and failed to file a return. Why wouldn’t you f…
Read More
Read More
Categories: Uncategorized
Can You Transfer IRA Funds to Charity?
June 3rd, 2013
Tax-free transfers are limited to those over age 70½ mainly to contain the drain on the federal budget. One thing you should never forget about your IRA – even though you make contributions with pre-tax dollars, and once inside these accounts your…
Read More
Read More
Categories: Uncategorized
Collecting Social Security Benefits From Your Ex-Spouse
May 29th, 2013
Robin Brewton, who advises clients on Social Security benefit strategies, has boosted retirees' financial security with a single question: Are you divorced? There are several new challenges today’s retiring generation is facing, with the volat…
Read More
Read More
Categories: Uncategorized
An Inherited IRA Still Requires an RMD
May 23rd, 2013
John and Sue were both 75 years old last year. They both took their RMDs for the year. John died early in December. Sue was his beneficiary. She rolled his IRA into her own IRA in January. The question was – “What is Sue’s RMD for this year?&qu…
Read More
Read More
Categories: Uncategorized
Don’t “Escheat” Your Family Inheritance
May 17th, 2013
Nearly 2.5 million Americans died last year, many without signing a will. One of them was apparently Roman Blum, a Holocaust survivor and New York real estate developer who was worth almost $40 million when he passed away in January 2012 at the age o…
Read More
Read More
Categories: Uncategorized
Asset Protection and the Limited Liability Company (LLC)
May 16th, 2013
In terms of new formations, the Limited Liability Company (“LLC”) is the new King. The former King, the corporation, has been deposed, and relatively few corporations are now being formed other than for companies that have a future hope of being…
Read More
Read More
Categories: Uncategorized
Can One Attorney Meet Both Your Estate Planning Needs?
May 15th, 2013
If a conflict of interest arises in fact between the spouses, their estate planning attorney should withdraw and advise the spouses to retain separate counsel. Having represented both of the spouses, the attorney may not thereafter represent on…
Read More
Read More
Categories: Uncategorized
Services
Submit to Schedule an Estate Planning Consultation
