Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
Money Magazine Recognizes American Academy! In the January 2009 issue of Money Magazine, Walecia Konrad’s article entitled “Keep It In The Family” focuses on making sure the wealth you’ve worked so hard to accumulate will go to the people you love. The article recommends the American Academy of Estate Planning Attorneys as a source to find an estate planning attorney who can tailor a plan for your situation and address your state rules. It also includes a useful estate planning checklist and valuable tips for putting together a proper estate plan that will safeguard your hard-earned assets from estate taxes, lawsuits and probate. This is the fourth time in 16 issues the American Academy has been recognized. Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.
“Have you ever thought what you could do if you no longer had a mortgage payment?”
SinclairProsser Law, LLC has made special arrangements to have Brian Blonder, of JBL Mortgage Network, provide a informational workshop on a powerful new approach that gives homeowners flexibility with their money and accelerated financial freedom. You will learn:
For Dates, Times and to reserve seat Click Here
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WISHING EACH AND EVERY ONE A SAFE, HAPPY, HEALTHY HOLIDAY SEASON!
ESTATE PLANNING NEWS Powers of Attorney - May Not Be Enough This article examines the limitations of using a power of attorney to delegate decision-making authority to someone else. It explores the solutions available through the use of a living trust by nominating someone as successor trustee.
ESTATE PLANNING NEWS Planning to Benefit Non-Traditional Beneficiaries Traditional estate planning strategies are not always available to people who have non-traditional beneficiaries, but here is a strategy that can only be used for non-traditional beneficiaries. These beneficiaries include unmarried domestic partners, same-sex married couples, nephews and nieces, and friends. This article examines the use of a Grantor Retained Interest Trust (GRIT), which is not available for traditional "members of the family", as a strategy to help plan for non-traditional beneficiaries.
EDUCATIONAL FYIs Article on Family CaregiversThe Sunday, September 9, 2007 issue of Parade magazine contains an article by Gail Sheehy on family caregiving. It will recount some of her own experiences as a spousal caregiver to her husband.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.4
Articles included in this issue:
EDUCATIONAL ALERTS IRS Issues Favorable Grantor Retained Annuity Trust RulingThis alert examines the use of Grantor Retained Annuity Trusts or "GRATs." Specifically, the article examines a recent private letter ruling which approved the use of a "substitution of assets" clause in the trust. GRATs can be an effective way to freeze the transfer tax value of assets and get appreciation of the assets out of the taxable estate without using gift tax exemption.
