The Lesser-Known Tax

It’s tax season yet again – a time where we struggle to complete our income tax filings by the April 15 deadline. However, this article will not address any last-minute income tax tips; rather, we will explore the world of a lesser-known tax -  the estate tax.  

Without...

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Special Needs Considerations

Many of us have the privilege of knowing a special someone who experiences life from a different vantage point – perhaps one with specific physical challenges or unique cognitive impairments.   One special person in my circle involved a man whose intellectual disability limited his ability to live independently, but whose special needs...

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Disinheriting Lindsay

The holidays have passed and you shared a lot of fun with family and friends. Was it all smooth sailing? Did everything remain calm and collective? Perhaps you have learned some new tidbits about certain relatives that cause you to second-guess certain estate planning decisions you have made. Did you joke that...

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Executor: To Be or Not to Be (Part 2)

This article revisits the scenario we previously explored in which you were named as Executor of your uncle’s Will. Either with or without foreknowledge of this nomination, you were now facing the decision of whether to accept this responsibility.

Your main duty as Executor is to “execute” the terms...

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Executor: To Be or Not to Be (Part 1)

So your uncle asks you to serve as Executor.  As his favorite nephew, you agree to take on the task.  After all, it sounds prestigious and powerful, and maybe a little fun.  Or perhaps, you simply feel an obligation to answer him in the affirmative.  On the other hand, maybe you didn’t...

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The Plural of Executrix?

Before you answer, picture this scene. You are sitting under a spotlight in the “hot seat,” surrounded by a crowd of onlookers masked by darkness and hearing the familiar voice of a day-time talk show host. At the conclusion of the answer, you are then offered the following selections: (A) Executrixes; (B)...

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New Article – Are the Kids Old Enough Yet?

“Junior!” she exclaimed with a sharp tongue, as her son attempted to sneak a pre-dinner bite of the dessert she was making. She only called him “Junior” when she demanded his attention, for he wasn’t even technically a junior. And she had been doing this for over sixty years. Yes, this scene...

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New Article – HIPAA, Not HIPPO

While HIPAA was signed into federal law nearly a decade ago, it still seems to cause much confusion. While you may hear about it regularly at the doctor’s office and the pharmacy, do you really know what it is or what you’re signing? 

Let’s begin with its acronym. Many times...

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Spring Cleaning – Dust Off Those Documents

Although past experience reminds us that winter is not yet over, our printed calendars do suggest that spring is near. For many that season’s arrival initiates the annual exercise of cleaning – washing the drapes, dusting the ceiling fan blades, and an overall freshening of the house. For perhaps a smaller number...

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Naming Decision-makers by Birth Order Method

When creating or updating an estate plan, part of the process involves the consideration of alternative decision-makers, such as financial or health care agents, trustees, and executors. For example, if you are creating a durable power of attorney, you will need to name an agent or agents to act on your behalf,...

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