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Estate Planning Newsletter

For your convenience, you may access the current issue and past issues of our online estate planning newsletter.

  • Five Estate Blunders (January 12)
    Proper estate planning is not just for the rich and famous. Surprisingly, however, that is a common misconception. Every adult American has an estate worth planning, regardless of their net worth. In this article we review some critical concerns and plans.
  • Family Limited Partnerships (December 11)
    Family Limited Partnerships offer many benefits, both tax and non-tax. Our first article is a primer that explores why they are at once a taxpayer favorite ... and a potential target of the IRS and some courts.
  • Cohabitation Complexities (October 11)
    Like their married counterparts, unmarried cohabitants need to make appropriate Life & Estate Plans to avoid especially unpleasant and expensive surprises. Our first article reviews common challenges in the context of some real-life scenarios.
  • Marital Matters (September 11)
    This month we focus on making proper estate plans to avoid common legal and financial challenges in your marriage. Meeting these challenges will help you honor the vows you made on your wedding day to care for one another.
  • Admirable Administration (August 11)
    Have you appointed trusted family members, friends or professionals to serve as the fiduciaries of your estate plan upon your death? If so, our first article is a must-read as we review some of the responsibilities (and liabilities) they will face.
  • Blended Family Basics (July 11)
    Is yours a blended family? If yes, then you face unique inheritance challenges, to include disinheriting your ex-spouse, providing for your new spouse and your own children, and protecting their inheritance. Keep this newsletter (and share it with others).
  • Women: Law & Money (June 11)
    Are you a woman or do you know someone who is? If so, then you will want to read and share this issue of our newsletter. The first article reviews some important Estate Essentials and Money Matters every woman should address without delay.
  • Elder Law Elements (May 11)
    Good news, bad news. The good news: Americans are living longer than ever. The bad news: we eventually wear out physically, mentally or both. In this issue we review two challenges: becoming incapacitated and going broke due to long-term care
  • Tomorrowitis (April 11)
    Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? Our lead article in this issue takes aim at the chief culprit: Tomorrowitis.
  • Solo Solutions (March 11)
    Singles comprise nearly half of the adult American population. Whether never married, widowed or divorced, single adults face unique Life & Estate Planning issues. In this issue of our newsletter we focus on the challenges from a singular perspective.
  • Special Needs Trusts (February 11)
    Caring for a family member with special needs can be difficult enough, without losing government assistance. Our lead article reviews common mistakes, and a government-approved strategy to maximize support for the person with special needs.
  • Joint Tenancy Troubles (January 11)
    Have you ever heard of Joint Tenancy? This form of property ownership can be a blessing or a curse, depending on the circumstances (outside of your control). Read our lead article to learn the good, the bad and the ugly of this common form of ownership.
  • Revocable Living Trusts (December 10)
    Revocable Living Trusts are popular estate planning tools, especially when probate avoidance is an objective. Our lead article reviews how they work, their benefits and drawbacks, and some of the important matters to consider in their creation.
  • Are You Ready? (November 10)
    In this article we focus on getting (and keeping) your legal affairs in order. Whether you have a comprehensive estate plan or intend to create one soon, the goal is to make sure that everyone and everything is okay, even if you are not.

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