Tag Archives: Estate Planning

Are you an Executor?

30 Aug

How many times has someone told me, “I’m my mom’s executor”, and I have responded, “No you’re not.  Your mom is still alive!  You’re not an executor until she is gone.”  I usually tell them more.  I have to add quite a bit more information because they just keep adding layers of complexity and formality […]

An Honor to Serve

20 Dec

In my 22nd year, I’m as excited as ever about being your estate planning attorney.  Every new client gets the good news: there’s a better way to do things than what you’ve heard. We can avoid probate; we can plan strategically for taxes; we can protect and preserve your assets for generations. You can be […]

From the edge of the cliff

04 Jan

I think it’s generally a bad idea to react in fear.  And, I don’t like legislation that results from congressionally-created crisis.  That being said, the so-called fiscal cliff has been navigated.  We have new tax laws. There are changes to taxable rates for income and capital gains, yes.  My focus, of course, is on the […]

You need ICE

27 Nov

Do you have ICE on your cell phone?  No?  Don’t know what I mean by ICE?  I don’t mean really cold water.  I mean In Case of Emergency! If you are unconscious in your car or on your living room floor, first responders are trained to save your life and now, to find your cell […]

“Super Will” to the rescue!

05 Apr

I’ve been asked by some financial professionals why property would need to be styled in some way other than just in an individual’s name.   There are a couple of reasons.  Perhaps not all apply to you, but consider the following. You have a will.  That’s nice.  Wills transfer property after people die but wills must […]

A Real Christmas Tree

15 Dec

It’s that time of year again:  time to put up the Christmas tree.  We recently did that at the office.  We went out and picked up a pre-lit artificial tree.  As I stared at the box and contemplated assembling it (while everyone else at the office did the “real” work), I had mixed feelings.  The […]

We Don’t Need No Stinking Bypass Trusts Anymore. Do We? (Part Two)

04 Apr

To preserve your estate tax lifetime exclusion, your good attorney put in your will (or your living revocable trust) a bypass trust.  Might have called it credit shelter trust, might have called it the family trust, regardless, if drafted right, it followed the internal revenue code and could receive your lifetime exclusion upon your death.  […]

The Heart of a Teacher

15 Feb

I’m teaching estate planning at St. Mary’s Law School and I have the best students.  Most are in their last semester, and although ready to graduate and receive that doctorate degree in jurisprudence, they are worried about that bar exam.  The hundreds of thousands of dollars the degree costs won’t allow them to practice law. […]