Estate planning
4 views | +0 today
Follow
Your new post is loading...
Your new post is loading...
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

Spousal Lifetime Access Trusts--Use Your Gift Tax Exemption Without Giving It All Away - Forbes

Spousal Lifetime Access Trusts--Use Your Gift Tax Exemption Without Giving It All Away - Forbes | Estate planning | Scoop.it

Time is running out to use the $5.12 million gift tax exemption -- it's scheduled to revert back to $1 million on January 1, 2013.


Via Kurt Zimmerman
more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

As End of Gift Tax Exemption Nears, Ways to Use It Proliferate

As End of Gift Tax Exemption Nears, Ways to Use It Proliferate | Estate planning | Scoop.it
Time is running out on a generous exemption from gift taxes, but tax advisers have no shortage of ways to get in under the deadline.

Via Kurt Zimmerman
more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

Adam Yauch's Will Reveals His Private Dilemma - Forbes

Adam Yauch's Will Reveals His Private Dilemma - Forbes | Estate planning | Scoop.it

Adam Yauch, co-founder of the Beastie Boys, and his wife Dechen reached an unusual compromise about who would raise their daughter if they both died. The story reveals their private dilemma about whom to name as guardian to raise their minor child -- a decision many couples wrestle with.


Via Kurt Zimmerman
more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

Life Insurance: How Much Do I Need and What Kind Should I Buy? - EstatePlanning.com

Life Insurance: How Much Do I Need and What Kind Should I Buy? - EstatePlanning.com | Estate planning | Scoop.it

How to determine how much life insurance you will need and what kind you should buy.


Via Kurt Zimmerman
more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

Trust Protectors -- What They Are And Why Probably Every Trust Should Have One - Forbes

Trust Protectors -- What They Are And Why Probably Every Trust Should Have One - Forbes | Estate planning | Scoop.it

The position of Trust Protector is so useful, and it has become so commonplace, that the concept should almost always be discussed between planners and those looking to form trusts.


Via Kurt Zimmerman
more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

Does Long-Term Care Insurance at a Young Age Make Sense?

Does Long-Term Care Insurance at a Young Age Make Sense? | Estate planning | Scoop.it
Younger people are buying long-term care insurance, but there are many risks for those who are not certain they're committed for the long haul.

Via Kurt Zimmerman
more...
No comment yet.
Scooped by David Goldman
Scoop.it!

Jurisdictional Deadlocks in Probate Litigation

Jurisdictional Deadlocks in Probate Litigation | Estate planning | Scoop.it
What do you do when probate courts in two different states have equal jurisdictional authority over an estate? This is one of many issues arising from the administration of the estate of Ruth Perelmen.
David Goldman's insight:

We often work with estates that own property in several states.  Does it matter where the probate is opened?

more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

Tax specialists suggest handling estate before Jan. 1

Tax specialists suggest handling estate before Jan. 1 | Estate planning | Scoop.it

The current law that allows transferring up to $5.12 million from one generation to another in an estate plan expires at year-end.


Via Kurt Zimmerman
more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

What a Tangled Web We Leave - WSJ.com

What a Tangled Web We Leave - WSJ.com | Estate planning | Scoop.it
Surviving spouses are often confronted with unexpected financial hassles. Here's how to minimize the annoyance.

Via Kurt Zimmerman
more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

Passing Down Your Facebook Account - WSJ.com

Passing Down Your Facebook Account - WSJ.com | Estate planning | Scoop.it
If you aren't careful, your email account, Twitter handle and other 'digital assets' could be in danger after you die.

Via Kurt Zimmerman
more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

Facebook Paid $91,000 Last Year For Mark Zuckerberg's "Estate And Financial Planning" (Hmmm...)

Facebook Paid $91,000 Last Year For Mark Zuckerberg's "Estate And Financial Planning" (Hmmm...) | Estate planning | Scoop.it
He has a big estate, obviously. But we're not sure why the company should pay this bill...

Via Kurt Zimmerman
more...
No comment yet.
Rescooped by David Goldman from Florida Estate Planning
Scoop.it!

What Some Investors Are Doing to Anticipate a Tax Increase

What Some Investors Are Doing to Anticipate a Tax Increase | Estate planning | Scoop.it
The Senate has voted to raise taxes on the wealthy, while the House has voted to keep taxes low for everyone and compromise seems unlikely. How are affluent investors coping with the uncertainty?

Via Kurt Zimmerman
more...
No comment yet.