Jonathan Kinney

Jonathan Kinney

Bean, Kinney & Korman, PC

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Wills, Trusts and Estates Newsletter - May 2014

In This Issue: - A Contrarian View on Bypass Trusts - Getting More Out of Trusts: The Total Return Unitrust - Estate Planning for Your Eighteen Year Old: What You Need to Do Now May Surprise You -...more

5/16/2014 - Beneficiaries Bypass Trusts Durable Power of Attorney Estate Planning Estate Tax Trusts

A Contrarian View on Bypass Trusts

There are a number of good reasons to consider using a standard revocable trust, including minor children, spendthrift credit protection and to ensure funds go as you intended (i.e. a second marriage situation). However, a...more

5/13/2014 - Bypass Trusts Estate Planning Trusts

Wills, Trusts & Estates Newsletter - November 2013

In This Issue: - 1031 Exchanges with a Twist - Firearms in Estate Planning - Estate Administration 101: What You Need to Know to Effectively Administer an Estate Qualifying as Executor - Excerpt from 1030...more

11/14/2013 - Estate Planning Firearms Section 1031

1031 Exchanges with a Twist

Now that the recession appears to be fading into memory, Section 1031 Exchanges are on the rise. Section 1031 of the Federal Tax Code allows property owners to defer taxes by exchanging the sale property into one or more...more

11/13/2013 - Investors IRC IRS Mortgages Section 1031

Uniform Real Property Transfer on Death Act

The Virginia legislature recently passed the Uniform Real Property Transfer on Death Act. The Uniform Real Property Transfer on Death Act allows real property to be treated in a similar fashion as bank accounts, stock...more

9/18/2013 - Death Benefits Estate Planning Real Estate Transfers

When You Thought It Was Safe to Go Back in the Water - Estate Tax Revisions

In January 2013, when President Obama and Congress compromised on changes in the estate tax area most commentators thought the changes (part of the American Taxpayer Relief Act of 2012) meant that further changes to estate...more

9/16/2013 - 401k Estate Planning Estate Tax IRA Retirement Plan

Per Stirpes Means Per Stirpes, Correct?

So, does per stirpes mean per stirpes? In most cases the answer is yes, however, this is not the case in circumstances in which heirs in the closest degree of kinship are deceased. This issue arises in jurisdictions...more

9/12/2013 - Estate Planning Intestacy Intestate Succession Probate

Wills, Trusts & Estates Newsletter - August 2013

In This Issue: - When You Thought It Was Safe to Go Back in the Water - Estate Tax Revisions - Basic Information About Durable Powers of Attorney - Uniform Real Property Transfer on Death Act - Per Stirpes Means...more

8/31/2013 - 401k Durable Power of Attorney Estate Tax IRA Per Stirpes Real Estate Transfers Uniform Probate Act

Wills, Trusts and Estates Newsletter - February 2013

In This Issue: - How to Protect Your Assets as a Business Owner - Separated But Not Divorced: Don’t Wait to Update Your Estate Plan - Tales from the Cliff: Estate Planning Policy for 2013 and Beyond -...more

2/11/2013 - Advance Directives Business Assets Divorce Durable Power of Attorney Estate Planning Fiscal Cliff Generation-Skipping Transfer Gift-Tax Exemption Land Titles LLC Portability Separate Accounts Separation Spousal Elective Share Tax Rates Trusts Wills

How To Protect Your Assets As A Business Owner

We often discuss various estate planning tools that can help preserve your assets in the event of a death in the family. It's also important, particularly for those who are business owners, to protect assets during your...more

1/30/2013 - Business Assets Business Formation Estate Planning Limited Partnerships LLC Separate Accounts

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