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Articles - 2014

Precision Wealth Transfer With A CLAT - Forbes - December 10, 2014

Estate-Planning Essentials for Single People - The Wall Street Journal - December 7, 2014

5 Things You Didn’t Know - but Should! - About Trusts - The Motley Fool - November 17, 2014

How to Keep Your Inheritance in a Divorce - The Wall Street Journal - November 9, 2014

9 Steps To Getting Your Estate Plan In Order - MarketWatch - November 3, 2014

The Digital Footprints That We Leave Behind - Forbes - October 31, 2014

The Ethical Will, an Ancient Concept, Is Revamped for the Tech Age - The New York Times - October 31, 2014

IRS Announces 2015 Estate and Gift Tax Limits - Forbes - October 30, 2014

Gift Rap: A Glossary For Generosity - Forbes - October 10, 2014

Paying For College: What Every Parent (And Grandparent) Needs To Know About UTMA Accounts - Forbes - September 29, 2014

Where Not To Die In 2015 - Forbes - September 11, 2014

There’s More to Estate Planning Than Just the Will - The New York Times - September 5, 2014

IRAs And Trusts: What You Need To Know - Forbes - September 4, 2014

When Bad Things Happen To Good People With IRAs - Forbes - September 3, 2014

Coverage for End-of-Life Talks Gaining Ground - The New York Times - August 30, 2014

Two Documents Every 18-Year-Old Should Sign - Forbes - August 15, 2014

What’s Next For Robin Williams’ Family And Estate? - Forbes - August 12, 2014

6 Things to Consider When Estate Planning for Your Second Family - The Street - August 7, 2014

Getting Your Estate Plan Right; Parents With Disabled Children May Need More Than a Will - Wall Street Journal - August 2, 2014

What’s Almost as Certain as Death? Not Talking About the Inheritance - The New York Times - August 1, 2014

How Dying Too Rich Can Hurt You and Your Estate - MarketWatch - July 24, 2014

Man’s Mistake Cost His Children $400,000 of an IRA Inheritance - Yahoo Finance - June 27, 2014

How To Cope With Credit Card Bills After A Family Member Dies - Forbes - June 18, 2014

Heirs Left With Unpaid Bills May Inherit More Grief Than Gold - Forbes - June 18, 2014

Supreme Court Finds Inherited IRAs Not Protected In Bankruptcy - Forbes - June 12, 2014

8 Roth IRA Mistakes To Avoid - Forbes - May 30, 2014

Dangers of Giving Your Home to Your Children - The Wall Street Journal - April 13, 2014

Gift Tax Returns: What You Need To Know - Forbes - April 9, 2014

When It’s Time To Part With Family Heirlooms, And Why I Gave Away Grandpa Oscar’s Violin - Forbes - March 31, 2014

The Argot of Trusts, as Told in Acronyms - The New York Times - March 28, 2014

Navigating the Logistics of Death Ahead of Time - The New York Times - March 28, 2014

Five Estate Planning Lessons From The Paul Walker Estate - Forbes - February 10, 2014

What Happens When IRA Inheritors Miss A Key Deadline? - Forbes - January 10, 2014

  1. When to ‘Decant a Trust’ - The Wall Street Journal - January 3, 2014

  2. How To Leave Your IRA To Those You Love - Forbes - January 3, 2014

  3. Naming A Trust As Your IRA Beneficiary - Bankrate.com - January 2, 2014


More Articles:  2015-16  |  2013   |   2012   |   2011   |   2008-10

Estate & Trust Planning • Estate & Trust Administration • Probate • Asset Protection • Business Entity Formation

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