Never, Ever Unstaple a Will (And Did I Mention Never, Ever?)

Who would have thought that a small and simple object that (can draw blood if squeezed into a finger but otherwise) appears relatively harmless could blow your entire estate plan? The common staple remover. An enemy of well-drafted last will and testaments and well-made estate plans nationwide. [Note: This post was written while I was […]

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Safe Deposit Box: Best Place to Keep a Will?

A safe deposit box seems like the perfectly logical place to store a will and other estate planning documents. They are probably the most important documents we will ever have, so shouldn’t they be kept in the safest place? But is it a safety deposit box the best place? Or should you keep it in […]

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Protect Them from More than Rain: The Importance of Choosing a Guardian

We try to protect our children from potential dangers – rain, sleet and snow to more ominous worries. What if the worst actually happened, and you were not there to care for your child? Who would do it? It’s a decision you want to plan calmly in advance, not leave to the courts – the […]

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Formula and Disclaimer Bypass Trusts Explained

As you may know, unless Congress acts, as of January 1, 2013 the federal estate tax exemption amount is scheduled to drop from $5.12 million to $1 million, and the maximum tax rate will increase from 35% to 55%. In addition, New York and Connecticut each levy state estate taxes on estates over $1 million […]

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Seven Top Reasons All Single Parents Need Estate Plans

With every time crunch and other obstacle a single parent must face, estate planning may seem like a far-flung concern or something only needed by the wealthiest of parents. Nothing could be further from the truth. As a single parent with moderate income and assets, your child(ren) need to keep every penny possible that you […]

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