Business and Estate Planning Resources
Golden Bullets | Presentations | Client Tools | Websites
Estate Planning Issues
For your convenience, you may access the
current and past publications of our monthly newsletter.
- Generational Generosity (February 12)
Would you prefer to transfer more wealth to your family instead of the IRS? Our first article summarizes the relevant lifetime gifting rules and considers two common do-it-yourself transfer methods.
- 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.
- Seasonal Solutions (November 11)
To everything there is a season. So it is with your Life & Estate Plan. Our front-page article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and financial circumstances over your lifetime.
- 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.
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Golden Bullets
Estate Planning summaries are a source of general information about current developments in the practice of estate planning and related topics. (Current & Past Issues)
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In-Depth Presentations Given By Our Attorneys
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Business and Estate Planning Tools
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Important Estate Planning Websites
- AARP
AARP is the nation’s leading organization for people age 50 and older. It serves the needs and interests of its members through information and education, advocacy and community services
which are provided by a network of local chapters and experienced volunteers throughout the country.
- Alzheimer’s Association
Provides information on the prevention, cures, and treatments of Alzheimer’s disease and related disorders. Also provides support and assistance to patients and their families.
- Better Business Bureau
The Better Business Bureau is a non-profit organization that tracks consumer complaints and better business practices. This site will verify whether the company you are doing business with
is a member in good standing.
- Character Counts Organization
The most widely implemented approach to character education – embraced by thousands of schools, communities, public agencies, and nonprofits, nonpartisan, nonsectarian – promotes the Six
Pillars of Character: trustworthiness, respect, responsibility, fairness, caring, & citizenship.
- Committee to Preserve Social Security and Medicare
Education and advocacy group. You can “Ask Mary Jane” questions on Medicare and Social Security on the website.
- Health and Human Resources
The Department of Health and Human Resources is the government’s principal agency for protecting the health of all Americans and providing essential human services. Links to many other
agencies.
- Huffington Center on Aging
Provides basic information on aging, how aging is evident in the arts, centenarians and aging research.
- Internal Revenue Service
Provides all kinds of information regarding federal and state taxes. You can also print forms directly from the website.
- Social Security Administration
This is a very large site offering everything from Social Security related news items to laws, regulations, forms, benefits, publications, research statistics and more.
- WebMD Health
Provides information on health topics as well as a way to quickly search for your particular medical condition.
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