Estate Planning

Read my current article in the June 2012 edition of the Journal of Financial Planning entitled "Defining Incapacity in the Modern Estate Plan."

Read my article in the February 2012 edition of the Journal of Financial Planning entitled Selecting and Maintaining Appropriate Fiduciaries in an Estate Plan, which focuses on the trustees, executors, and agents on powers of atttorney for property and health care named in your estate planning documents.  Recent litigation against successor trustees for breach of fiduciary duties, including the "prudent investor rule," highlight the importance of not only carefully selecting fiduciaries, but also building mechanisms into your estate plan to have them removed and replaced when necessary - without ending up in court.

Read my article in October 2011 edition of The Journal of Financial Planning entitled  "Your Parents' Estate Plan," which delves into sensitive issues such as 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-effectively, and harmoniously:  http://estateplaninc.com/global_pictures/ypep.pdf

Read my current article in the June 2011 edition of the Journal of Financial Planning entitled The Portable Exemption and the Vanishing Bypass Trust.

Read my article in the October 2010 edition of the Journal of Financial Planning entitled Are Your Client Files Clean?, which includes end-of-the-year tax tips.

Read Betting the Farm:  Estate Planning for Middle-Income Clients, published in the April 2010 edition of the Journal of Financial Planning, for which I was interviewed/quoted.  "Flexibility" is the key to planning these days.