Lawyer’s Blog

IRS sets 2016 long-term care insurance tax deductions


IRS sets 2016 long-term care insurance tax deductions


Here’s a bit of good news for your Gen-X clients considering the value of a long-term care insurance policy. The Internal Revenue Service recently announced it will increase the premium deduction limit a bit more for buyers in their 40s in 2016 than for buyers in other […]

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Does your client’s estate plan account for working longer?

Does your client’s estate plan account for working longer?

There’s a not-so-funny joke we hear some clients in midlife say when they don’t have a retirement plan engaged: “Oh, I’ll never retire. I’ll just keep working.” That’s a pretty naïve outlook when you consider the many potential health, housing and financial pitfalls that can eliminate even […]

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Living Trust: Provide Divorce Protection to Your Client’s Kids

Living Trust: Provide Divorce Protection to Your Client’s Kids

What is the definition of a living trust? A property interest created during a person’s life that allows easy transfer of assets without going through the process of probate. A living trust is an agreement where the trustee holds the legal possession of a fund or assets […]

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Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not

Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not

By Gary Waitzman In my experience, none of my clients think of themselves as “rich.” In fact, they might tell you the opposite because they each “know a guy worth twice as much as me. Now, he’s rich!” The trap in this way of thinking is that […]

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Beyond Taxes — Basic Reasons Why Clients Should Consider a Living Trust

The Revocable Living Trust (RLT) is arguably the simplest and most powerful estate planning tool for wealth protection. All too often, advisors only consider the RLT as a tool to lessen a client’s federal estate tax burden. But an RLT can do so much more than address […]

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