Application of the Transfer for Value Rule to the Sale of Life Insurance

Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must understand…

IRS Has Lowered Retirement Account RMD Requirement

Your 401(k) or individual retirement account is supposed to provide income that you can draw from…

If You Own Out of State Property, You Need a Living Trust

You should discuss your situation with an estate planning lawyer because you may not be aware…

5 Red Flags Of An Unfair Prenuptial Agreement

It is a common occurrence: a soon-to-be ex-spouse trying to dig himself out from a…

Do You Thank Those Behind the Scene?

We just wrapped up one of our Academy Boot Camps for Members and Non-Members… and I…

Prepare for the Eventualities of Aging

Estate planning is not strictly confined to inheritance distribution decisions. A comprehensive estate plan will address…

Estate Planning: Don’t Get the Wrong Idea About Taxes

It seems as though you have to report income that you receive from any source.  This…

What Estate of Marion Levine Means for Life Insurance

Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the…

Is Charitable Giving Part of Your Estate Plan?

When you are planning your estate, you have a lot to think about, and your family…

Does Medicare Pay for Nursing Home Care?

Medicare is a health insurance program that exists to address medical costs that are incurred by…