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ARTICLES

SELECTING AND MAINTAINING APPROPRIATE FIDUCIARIES IN AN ESTATE PLAN (February 2012)
Recent litigation against successor trustees for breach of fiduciary duties, including the "prudent investor rule," highlight the importance of not only careful

YOUR PARENTS' ESTATE PLAN (October 2011)
How to get elderly parents to create (or update) an estate plan to handle incapacity issues and to pass their estate to beneficiaries most efficiently, cost-eff

ESTATE PLANNING DOCUMENTS OVERVIEW (September 2008)
An overview of common estate planning documents - both basic and advanced.

FOR THEIR INHERITANCES, GIVE YOUR CHILDREN THE GIFT OF LIFETIME BENEFICIARY-CONTROLLED DESCENDANTS' TRUSTS (March 2009)
A much better approach than outright or staged distributions (e.g., at age 25-30-35).

PLANNING OPPORTUNITIES IN OUR ECONOMIC DOWNTURN (June 2009)
There are hidden treasures in the the American Recovery and Reinvestment Act of 2009 and other recent legislation.

ARE YOUR CLIENT FILES CLEAN?
Tips to financial advisors about client files along with end-of-the-year tax planning strategies.

MANY ESTATE PLANNING STRATEGIES PROVIDE BENEFITS IN LOW INTEREST RATE ENVIRONMENT (October 2008)
Our current low interest rate environment makes a number of estate planning techniques especially attractive.

KEEPING THE VACATION HOME IN THE FAMILY
How to keep your cherished beach home, lake cottage, or mountain cabin in your family for generations

DANGERS OF JOINT TENANCY (October 2008)
There are some serious drawbacks to holding property as joint tenants.

CHARITABLE GIFT ANNUITIES: A WAY TO GIVE AND RECEIVE (August 2008)
A way to give to a favorite charity and retain the right to receive fixed income payments for life.

ESTATE PLANNING: TYING UP THE LOOSE ENDS (March 2007)
Real life stories of what can happen when people do not have an estate plan in place.



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| Phone: (949) 497-5056
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| Phone: (949) 497-5056

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