Legal Tip of the Week – 2/09/18!

Things I learned at Heckerling Two weeks ago, I was fortunate to be able to attend the 52nd Heckerling conference on Estate Planning.  This is a conference where the best & brightest minds in estate planning deliver tips & strategies on the latest planning techniques.  It was even more fortuitous for me, as a first-time attendee, that this year’s conference was all about the new tax code which went through a complete overhaul late last year. This new law informally referred to as the Tax Cuts and Jobs Act of 2017 is also officially known as: “H.R. 1 – An Act to provide for reconciliation pursuant to titles II and […]

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Legal Tip of the Week – 2/2/18!

It’s hard to believe that the holiday season is well behind us and we are into the first week of February!  This post was originally scheduled for a January submission but due to a recent good interruption last week (my attendance at the Heckerling Conference on Estate Planning in Orlando, Florida), there was a slight delay.  Stay tuned for my musings of the conference in the coming weeks.  Thank you! Incapacity Planning We all know that people download Wills off of Legal Zoom thinking that “some” plan in place is better than none at all; rather than incur the expense of engaging an attorney, their thought is to come up with a […]

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Legal tip of the week – 12/8/17!

We all know about unclaimed property for your personal assets. All of your tangible and intangible items that you may have forgotten about (CDs, bank accounts, life insurance etc.) or haven’t been claimed for a long time, will be deemed abandoned.  Eventually these assets escheat to the state.  Go ahead and check out www.MissingMoney.com right now to see if you have any unclaimed property out there that belongs to you! Interestingly, I found out only recently that businesses can also have abandoned property for which they are required to file an annual report identifying items of unclaimed property.[1] This is due by October 31st each year whether or not the […]

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