Estate Planning

Saying Goodbye

November 29, 2011

Not too long ago, my book club read a highly acclaimed book titled “The Art of Racing in the Rain.” I couldn’t finish it. In fact, I couldn’t get past the first chapter. Everyone who read the book loved it, but it hit too close to home for me. It is written from the perspective [...]

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Happy Thanksgiving!

November 21, 2011

As families gather for Thanksgiving this year, estate planning is likely the last thing on their mind. Thanksgiving is a time to focus on the blessings for which we are most thankful such as our families, friends, and good health. Talking about death and incapacity is…well, morbid. It would likely be an unwelcome topic of [...]

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Estate Planning Tips That Prevent Family Feuds

November 2, 2011

When I was a girl, my mother enjoyed needlework. She would painstakingly sew for hours, crafting beautiful pieces like the one in the image above. My husband thinks that piece of needlepoint is a bit old fashioned, but I love it. For years it hung in the living room of my parents’ house, welcoming me [...]

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Incapacity Can Happen At Any Age…Be Prepared

August 15, 2011

I recently received a heart-wrenching note from a parent, whose 22 year-old son had been involved in an accident. He was knocked unconscious with multiple dislocations and was in a coma for more than two weeks. During his hospital stay and treatment, he developed pneumonia and a staph infection which elevated his temperature and blood [...]

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Three Documents Every College Student Needs

August 8, 2011

The image above came from an actual Facebook page I found recently. An irate mother started the page after a nurse refused to provide her with information about her daughter who was injured in a car accident while five hours away at school. It brings up an issue about which many parents sending their children [...]

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Do I Have To Pay Taxes On An Inheritance From A
Foreign Relative?

July 25, 2011

In the United States, those who receive gifts are not required to pay any gift taxes. The burden of paying the gift tax falls on the gift-giver. The same is true for those who receive testamentary gifts. The fact that the gift is from a foreign person is irrelevant. Although gifts or inheritances from foreign [...]

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