Information | Law Offices of Gary Waitzman

Why Would I Need A Buy-Sell Agreement?

On June 19, 2017 / Blog, Information / Leave a comment

Many of our clients are business owners. Although these businesses tend to be successful, we have found that many of the owners do not have clearly defined succession plans. This month, we will look at one of the best ways to outline a succession plan, especially when

Does Your 18-Year-Old Need a Will?

On June 19, 2017 / Blog, estate planning, Information, Living Trust / Leave a comment

High school graduation season is nearly over. It’s a celebratory time when parents are perhaps more mindful about ways to secure the futures of their young adult children. This is an excellent time to remind clients with graduates heading off to college this fall that while most

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

On November 9, 2015 / Blog, estate planning, Information / Leave a comment

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

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

On September 12, 2014 / Information, Living Trust / Leave a comment

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

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

On August 15, 2014 / Blog, estate taxes, Information / Leave a comment

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

Archive for the Information Category

Why Would I Need A Buy-Sell Agreement?

Does Your 18-Year-Old Need a Will?

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

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

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

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