Lawyer’s Blog

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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