Newsletters

Daily Plan IT

• Ruling from the Grave
• Do you love your pets more than your kids?
• Did Jeffrey Epstein Use Estate Planning to Cheat His Alleged Victims?
• Protect Clients by Planning Ahead for Alzheimer’s
• Kaestner case creates fantastic precedent for trust beneficiaries
• Do senior-age clients need prenuptial agreements?
• What to do when a client wants to disinherit an adult child
• Soap star’s handwritten will challenged, family divided in grief
• How To Help Clients Through a Chronic Illness
• Tax-deferred growth, creditor and divorce protection – What’s not to like?
• Avoid Confusion in a Crisis with Proper Planning
• Even a Whip Smart CPA Can Get Ripped Off
• Divorce Means Separating Estate Plans
• Grantor Retained Annuity Trust Works Well With Stocks
• Third-Party Special Needs Trust Helps Care for Loved Ones
• How to Avoid a Big Life Insurance Mistake
• Irrevocable Trusts Protect Loved Ones, Assets
• Revocable Trusts Provide Control and Protection
• Help Clients Who Own Family Businesses to Understand Succession Planning
• Quiet accumulation leads to wealthy philanthropists
• Help clients have ‘the talk’ with elderly parents
• Deaths of Bourdain, Spade Offer Cautionary Tales
• For Money or Culture, Generations Living Together
• Help Clients Maintain Harmony Among Heirs
• Help Entrepreneurs Protect What They’ve Built
• Tax Code Rewrite Favors Real Estate Over Art
• Self-Neglect Top Cause of Elder Abuse
• Pour-over wills ensure safe transfer of assets
• What Happens to a Client’s Debt Upon Death?
• Help self-employed clients understand if they qualify for a new 20-percent tax break
• New Tax Law Compels a Review of Clients’ Plans
• Partridge Family Star Disinherits Daughter
• 5 Estate Planning Tips for Blended Families
• How to Help Widows with Financial Planning
• Living Trusts provide Divorce Protections to Your Client’s Kids
• Beyond Taxes-Basic Reasons Why Clients Should Consider a Living Trust
• Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not
• Personal Services Agreements Can Help Protect Assets from Nursing Home Costs
• New Gift Tax Exemption Raises Some Big Questions for Business Owners
• Educate Your Clients on Ways to Maximize Social Security Benefits
• Interesting Court Decision Illustrates Mistake in Buy-Sell Agreement
• Should or Can Your Clients Undo Large Taxable Gifts from 2010?
• Blame Congress: Why Your Clients Will Have to Wait to File Those Deductions
• It’s Deja Vu All Over Again!!!!
• Stay Tuned: White House Strikes Deal with GOP on Federal Estate Tax
• Will Suicides Increase Among Elderly to Beat Return of the “Death Tax?”
• The Return of the Estate Tax Is Certain(well, maybe, kind of, almost)
• Warn Your Clients Owing Taxes on Dangers of Hiring “Quick Fix” Firms
• Talking to Clients about the Estate Tax
• Supreme Court Agrees to Rule on Anna Nicole Smith Estate Case – Again
• Can’t Sell Anyone New Life Insurance? Here’s Why:
• A New Florida Ruling that Could Affect Your Client’s Single Member LLC
• District Court Says S Corp Dividends Can be Considered Taxable Wages
• Dog Fight Ensues Over Millionaire Heiress’s Wild and Wacky Will
• Better to Give Now (2010) vs. Making Charitable Contributions Later (2011)
• The $4 Billion Question-How Much Can a Tycoon’s Heirs Really Expect?
• Does Your Client’s Teen Need a Will? Help Them Plan for the Unthinkable
• But Why Can’t I Just Use the Internet?
• A Checklist for Helping Clients Detect and Deal with Financial Elder Abuse

E2M

• Asset Protection – They Took Everything
• Special Needs Trusts – For Everyone?
• Is Your IRA Insured?
• Wills vs. Trusts
• Groucho Marx
• Updating Your Estate Plan
• Motivating Children
• Choosing The Best Trustee
• Sailing Your Way to Tax Savings
• Living Wills – Make Your Wishes Known
• Saving The Family Business
• The Digital Dilemma
• Protecting Your Assets
• BEWARE OF BIFF AND BAMBI
• Does Account Ownership Matter?

Law Offices of Gary R. Waitzman Newsletters

• When You Start to Outgrow Your Sole Proprietorship
• The Many Benefits of Life Insurance in Estate Planning
• Will Your Estate Plan Work The Way It Should?
• Your Special Needs
• The Best Way To Lose A Business
• What’s New for Business Owners in the New Tax Law
• Estate Planning is Over, Or Maybe Not
• Important Tax Law Changes
• Selling Your Business