Browse Our Estate Planning Articles
Some of these articles have been written by our law firm and other articles are written by the American Academy of Estate Planning Attorneys and compliments of our law firm. Any feedback or questions about the articles can be addressed by contacting our office.
How to Handle a Windfall
This article examines the financial and estate planning steps for clients to take when they come into a financial windfall.
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Why is My Trust so Long?
Examines why a trust document must be long in order to be clear. Gives
examples of issues requiring clarification.
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New Privacy Regulations: How to Protect Yourself
The federal government often passes legislation that is designed to protect us. However, all too often, that legislation can have unintended consequences. Recent federal laws and regulations have created new privacy protections for medical information. The Health Insurance Portability and Accountability Act and regulations to implement it, known as "HIPAA," recently came into effect. Now all "covered entities" must comply with strict rules or face fines and potential criminal penalties. "Covered entities" include your physicians and hospitals. Penalties for mistakes run from a $100 fine for an innocent error up to a $250,000 fine and 10 years in prison for malicious misconduct.
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The Hottest Trick in Estate Planning, Thanks Wal-Mart!
There is a little known estate planning technique that wealthy clients are lining up to hear about. It works well in a low interest rate environment, especially when stocks are down in value. It is called a Grantor Retained Annuity Trust or "GRAT."
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