Estate Planning Dead Man Walking or Dead Man’s Statute? In October 2018 new statutory legislation recommended by the Irish Law Reform Commission of the country’s cabinet considered a rule … December 16, 2018 3 MIN READ
Estate Planning Trump Tax Conundrum Will Likely Lead to Estate Rule Reform The news that the First Family protected their assets from additional taxation is now the subject of Congressional debate over … December 9, 2018 2 MIN READ
Estate Planning Why Millennials are Estate Planning Early For most millennials the thought of taking responsibility for end-of-life financial planning is a daunting if not unfathomable task. Estate … December 7, 2018 3 MIN READ
Estate Planning The Estate Risks of Nuncupative Will Formation The release of Stormy Daniels’ memoir Full Disclosure by St. Martin’s Press is a landmark case of a legal matter … December 3, 2018 2 MIN READ
Estate Planning Estate Planning for Entrepreneurs and Founders Part 3: Advanced Wealth and Estate Transfer The final step in a three (3) part series advanced wealth and estate transfer planning allows an estate owner to … December 1, 2018 2 MIN READ
Estate Planning QTIP Trust Protects the Interests of Inheriting Children from Preceding Marriages The formation of a Qualified Terminable Interest Property (“QTIP”) trust is a tax-exempt estate planning option that allows for an … November 19, 2018 2 MIN READ
Estate Planning Trusts and Estates Planning for Same-Sex Couples QTIP Trust Planning for Same-Sex Couples When the United States Supreme Court struck down the Defense of Marriage Act (“DOMA”) … November 15, 2018 2 MIN READ
Estate Planning The Reinvestment Benefits of Viatical Settlement Viatical settlement has become a popular strategy for investors seeking immediate liquidity for end-of-life expenses. Distinct from other derivative products … November 11, 2018 2 MIN READ
Estate Planning Why a Life-care Policy is a Value-added Investment New York insurance laws allow for insurance providers to offer insured seniors life-care policy coverage. A specialized form of insurance … November 9, 2018 2 MIN READ
