September 2011 Archives

Special needs trusts and planning for disabled children, P.2

In our previous post, we began discussing ways parents can plan for the care of their disabled children. We mentioned special needs trusts as a great way to provide support for such children without harming their ability to qualify for government benefits down the road.

Special needs trusts and planning for disabled children, P.1

Planning for the care of disabled children is an issue that affects many parents. According to data from the U.S. Census Bureau, 12 percent of the population has a severe mental or physical disability. That is not a small amount.

Inheritance disparity can cause legal problems later on, P.2

In our previous post, we began discussing how parents looking at giving unequal inheritances to their children need to consider the possibility that such arrangements may cause problems later on when they're gone. As we mentioned, legal challenges to the validity of the will are always a possibility when a child feels he or she wasn't given what they feel you would have wanted them to receive.

Estate planning matters women, and men, should know about, P.1

In a recent post entitled "Women and estate planning," we looked at an article written by Deborah Jacobs of Forbes online. The article was about the need for women to become more involved in the estate planning process, not help in the work of planning for the family's future, but also for their own sake. The fact is that women are more likely to see the effects of poor planning than men. And even when the planning is thorough, it isn't always in women's favor.

Economy presents opportunities for estate planning, P.2

In our previous post, we looked at how the presently volatile stock market, along with the increased gift tax exemption, has given holders of private stock the incentive to give the stock away as gifts. Here we will look at two further suggestions for family estate planning brought about by the present state of the economy.

Economy presents opportunities for estate planning, P.1

According to estate planning experts, now is an excellent time to do estate planning. One should probably expect an estate planning to say that, but according to a recent Wall Street Journal article, various factors affecting estate planning strategies are working in the favor of families at present.

Mr. Teiger, Thank you very much for your time and results. I will definitely recommend you & your firm to anyone who wants to be treated professionally courteously and needs results.Hope all is well.Again...thank you. Regards, Paul L.

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