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Age-Related Retirement Milestones

March 22, 2018 by Barry D. Horowitz, Estate Planning Attorney

Age-Related Retirement Milestones

Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The article also includes links to resources which will be helpful in your retirement planning process. Age-Related Retirement Milestones … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), distribution, Estate Planning, IRA, Medicare, retirement

Retirement is Complicated

March 20, 2018 by Barry D. Horowitz, Estate Planning Attorney

Retirement is Complicated

Many factors go into retirement decisions. This article examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc. This article includes many links to helpful lists. Retirement is Complicated … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, healthcare, retirement, Taxes

Estate Planning: Simple is not Always Better

March 15, 2018 by Barry D. Horowitz, Estate Planning Attorney

Estate Planning: Simple is not Always Better

Clients often want the simplest estate planning solution possible. While keeping it simple is an understandable goal, the simplest solutions are not often the best. This article shows a couple simple solutions for estate planning and why, in most circumstances, a living trust is at the center of a more robust estate plan and more likely to provide the desired protections. Estate Planning: Simple is not Always Better … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: decanting, Estate Planning, trust, trust protector

Estate Planning: The Simplest Plan is Usually Not the Best

March 13, 2018 by Barry D. Horowitz, Estate Planning Attorney

Estate Planning: The Simplest Plan is Usually Not the Best

Clients often want the simplest estate planning solution possible. However, the simplest solution is doing nothing. Usually, doing nothing does not result in the desired outcome. Estate Planning: The Simplest Plan is Usually Not the Best … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: decanting, Estate Planning, trust, trust protector

Sager Family Shows Perils of Blended Families

March 8, 2018 by Barry D. Horowitz, Estate Planning Attorney

Sager Family Shows Perils of Blended Families

Blended families require special planning. Communication of those plans is key to keep frictions to a minimum. This story examines the controversy in the family of sports reporter Craig Sager, who died in December 2016. Sager Family Shows Perils of Blended Families … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: blended family, divorce, Estate Planning, trusts, will contest

Planning for Retirement Plans and IRAs: Beneficiary Designation

March 6, 2018 by Barry D. Horowitz, Estate Planning Attorney

Planning for Retirement Plans and IRAs: Beneficiary Designation

Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the importance of beneficiary designations. Planning for Retirement Plans and IRAs: Beneficiary Designation … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), beneficiary designations, Estate Planning, income tax planning, IRA, retirement plan

Planning for Retirement Plans and IRAs: Asset Protection

March 1, 2018 by Barry D. Horowitz, Estate Planning Attorney

Planning for Retirement Plans and IRAs: Asset Protection

Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the asset protection of such plans and how a trust may be used to provide asset protection. Planning for Retirement Plans and IRAs: Asset Protection … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), Asset Protection, beneficiary designations, Estate Planning, income tax planning, IRA, retirement plan

New Tax Law May Affect State Income Tax, Too!

February 27, 2018 by Barry D. Horowitz, Estate Planning Attorney

New Tax Law May Affect State Income Tax, Too!

The new tax law has many impacts on state income taxes in 2018. The law limits the deductibility of state income taxes for federal purposes. It also raises the federal standard deduction amount. However, taxpayers should consider the impact on their state income tax of the decisions they make to minimize their federal taxes. This article examines why. New Tax Law May Affect State Income Tax, Too! … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, income tax planning, SALT deductions, state income tax

Donor Advised Funds: IRS Issues New Ruling

February 22, 2018 by Barry D. Horowitz, Estate Planning Attorney

Donor Advised Funds: IRS Issues New Ruling

A new ruling addresses whether a donor advised fund may satisfy charitable pledges by the donor/advisor. It now may do so, as long as certain requirements are met. Read the article to learn more about how donor advised funds are a great tool for charitable giving. Donor Advised Funds: IRS Issues New Ruling … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: donor advised funds, Estate Planning, planning, pledge, trusts

Would You Prefer a Charitable Deduction This Year?

February 20, 2018 by Jeffrey A. Nirenstein, Vice President

Would You Prefer a Charitable Deduction This Year?

Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher income this year, or the reduced ability to take a deduction next year. A donor advised fund may make sense for you. A donor advised fund allows a deduction this year, even though distributions will be made to public charities in future years. Read on to learn more about a donor advised fund. Would You Prefer a Charitable Deduction This Year? … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: charitable deduction, donor advised funds, Estate Planning, planning, trusts

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Testimonials

Efficient, clear and helpful communication; clearly knowledgeable and an expert in estate planning and assisting clients; hospitable office staff; easy location to access; would definitely recommend to others interested in exploring and establishing trusts.
S.J.B.
Process was clear and concise. An important factor was to attend the seminar. The Review was thorough with detailed information, punctuated by reassurances that the firm can always be contacted. We would recommend this firm.
MM
We are very pleased with the service we have received. The staff has been very helpful, professional & cordial. It has given us peace of mind to work on the estate planning. All of the information received has been very helpful.
ERM
This is a very difficult problem to face.- These people were a great help to us. They explained these matters clearly, professionally and kindly- My family will have an easier time dealing with this stuff. Now I can die in peace. The less of my estate the government gets, the better.
-B.C. & M.C.
Very satisfied from the day of the seminar to when the trust took effect. All our questions were answered and any further questions we might have are only a phone call away. We will recommend this to all our family and friends.
B. T.
All of the staff were extremely professional & attentive and helped us navigate through the estate planning process with ease. As a result, we have piece of mind, as well as a clear step by step process to follow in the future. The take-home binder is an added bonus, and I know we will use it as a resource.
MS

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