Nowotny on Private Placement Variable Deferred Annuities
Nowotny on Private Placement Life Insurance
Recent Trends in Succession & Estate Planning
Polsinelli Podcast - Getting the Most Out of Your Estate Planning in 2014
The Greatest Gift: Your Individual + Family Estate Plan
The 2010 Tax Relief Act and your estate plan
Are your estate planning documents protecting your assets?
Same-Sex Marriage Cases in 90 Seconds
Should you Opt-Out of the Voluntary Disclosure Program?
Death and Foreign Asset Disclosure. What you don't know can cost you…a lot
Safeguard Your MVA: Devising a Business Succession Plan that will Preserve your Most Valuable Asset
Divorce can be costly, especially when it reveals undisclosed foreign assets.
Estate Planning: Wills, Trusts, & Power of Attorney in Arizona - Putting Family First
Foreign Asset Disclosure Program
Changes Coming for Pennsylvania Fiduciaries in Their Ability to Access and Manage Digital Assets and Accounts -
On January 1, 2015, Delaware became the first state to enact a comprehensive law granting fiduciaries the...more
In a suit by the beneficiary against the trustee, is the trustee entitled to assert the attorney-client privilege against the beneficiary, or is there a fiduciary exception to the attorney-client privilege? As to...more
In This Issue:
- Does your trust need a protector?
- Privacy, please! Keep family matters out of the public eye by avoiding probate
- Consider a “stretch” to maximize and preserve IRA benefits
- Estate Planning...more
Two estate planning documents that everyone should have, which can be effective any time during your lifetime, not just after death....more
Transferring a family business to the next generation can provide a family a wonderful way to keep the business in the family. But the tax consequences can be catastrophic unless steps are taken to minimize, or avoid, the...more
Everyone should consider having, at the very least, two (2) basic estate planning documents. Here's why.....more
There are at least three good reasons to establish your estate plan now. Here they are.....more
Exploring the benefits of setting up a lottery trust to protect the privacy of winners....more
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