Category Archives: Estate Tax

Don’t Forget Charities

Many of us give to our favorite charity on a regular basis, but when making our estate plans, completely forget about them.  I find many clients are concerned that if they give to a charity, their family will get nothing.  … Continue reading

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What Type of Trust Do You Need?

There are many types of trusts and frequently a trust will include multiple characteristics.  For example, one of the most frequent classifications of trusts is by when they become effective, i.e., living trusts and testamentary trusts. A living trust or … Continue reading

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More Reasons to Revise Your Estate Planning Documents

In the first part of this series, I discussed twelve reasons for revising your estate planning documents.  Normally I suggest clients review their wills, trusts, powers of attorney and other estate planning documents within at least five years of when … Continue reading

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Preparing To Call Your Estate Planning Attorney

I know most of you can barely hold yourself back from dialing that phone and calling your estate planning attorney to set an appointment to do your will.  But let’s reign in some of that enthusiasm and do a little … Continue reading

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