June 8, 2019October 1, 2019Estate Planning, Florida, Probate, Snowbird, Will Florida Electronic Wills Soon To Be Legal According to the Wills, Trusts & Estates Prof Blog, Florida has enacted […]
February 4, 2019February 19, 2021Estate, Estate Administration, Florida, Probate Why Florida Probate Can Be Difficult When deciding whether or not to do a Will package or a Revocable Trust package, many […]
March 5, 2018February 22, 2021Estate Planning, First Party Special Needs Trust, Florida, New Jersey, Pennsylvania, Self Settled Special Needs Trust, Special Needs Trust, Supplemental Needs Trust, Third Party Special Needs Trust Understanding the Differences Between Special Needs Trusts and Supplemental Needs Trusts “Special Needs Trusts” and “Supplemental Needs Trusts” are terms to describe trusts […]
May 8, 2017February 25, 2021Estate Planning, Estate Tax, Farm, Florida, Inheritance Tax (相続税), New Jersey, New York, Pennsylvania, Tax Planning The Best Place To Die (From An Estate And Inheritance Tax Perspective) Best place to die Several years ago, I wrote a few articles […]
October 24, 2016February 26, 2021Basis, Capital Gains Tax, Estate Planning, Florida, Income Tax, IRA, Medicaid, NJ Estate Tax, NJ Inheritance Tax, Snowbird, Uniform Trust Act NJ Estate Tax Repeal: How Does This Affect You? It’s official. According to NJ.com, Governor Christopher Christie has signed a bill to repeal the […]
May 23, 2016March 2, 2021Florida, Power of Attorney Trouble with Banks Accepting a Power of Attorney – Florida As I’ve written in my last two posts, more and more Banks […]
May 3, 2016March 2, 2021Compromise Tax, Estate Tax, Federal Estate Tax, Florida, Inheritance Tax (相続税), New Jersey, New York, Pennsylvania, Trust Planning, Trusts Reasons to Value a Trust Recently I gave a lecture on the valuation of trusts. While I […]
April 4, 2016March 2, 2021Animal Trust, Florida, New Jersey, Pennsylvania, Trustee, Trusts New Jersey Enacts Uniform Trust Code into Law While this may not sound like big news, it is actually very […]
August 11, 2014December 23, 2020Bond, Federal Estate Tax, Florida, New York, non-resident, Probate, Trust Planning Non-residents Non-citizens of the US Should Be Careful of How they Invest in American Assets Many individuals who live outside of America like to purchase real estate […]