Everyone knows that the estate tax is also sometimes known as “the death tax”; similarly, estate planning attorneys are also sometimes known as “those death lawyers.” This is something most of us have learned to good-naturedly roll our eyes at; but eye-rolling aside,...
The “first victim” is the person who is actually diagnosed with Alzheimer’s disease; the person who finds their memory failing, their personality changing, their past and present fading into a sea of frightening and confusing fragments of recognition. But Alzheimer’s...
Forget silver, china, or linens; the best gift you can give a newly married couple is an estate plan! This is especially true if the marriage is a second marriage for either of them. Marrying a person means marrying their financial issues as well; this may include...
The federal estate tax is scheduled to disappear next year (in 2010); and although most people expect lawmakers to pass legislation keeping the estate tax alive, they also vaguely hope that the estate tax (also sometimes called the “death tax”) does disappear—at least...
Many people think that there’s no need to update your estate plan documents if none of your beneficiaries or fiduciaries have changed, but that’s exactly the kind of thinking that can lead to disaster. Estate planning documents are based not only on your own wishes,...
In the estate planning business we help people plan for the future, not only for their children and heirs but for themselves as well; which is why we are pleased to share the news that it just got a little bit easier to plan for your own financial future, because...
The Ohio Supreme Court has recently taken strong action against two co-owners in a company participating in an illegal “trust mill” operation. According to this article from the Associated Press, the two owners, Jeffrey and Stanley Norman, have been permanently barred...
The recent verdict by a New York jury finding Anthony Marshall guilty of stealing from his aging mother Brooke Astor while she suffered from Alzheimer’s disease is a hopeful one for elder abuse experts. Elder abuse is an issue that is all too common in our society,...
The anticipated upcoming changes to estate tax laws have many people thinking that now is not the ideal time to create an estate plan; however, now is the best time to talk about estate planning with your family and loved ones. The winter holidays are coming up soon,...
Some people start planning their estate as soon as they have children, others don’t feel the need to start planning until they reach an age where they feel mortality creeping up on them; but according to the Wall Street Journal article “Preparing for the Worst”, it’s...
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