Tag Archives: Wills

TV Lessons in Estate Planning: The Brady Bunch

by David A. Kubikian Season 2, Episode 6 Background: The Brady Bunch is a sitcom that first aired on ABC on September 26, 1969 and ended five short years later in 1974. It went on to syndication and has gained a cult following generation after generation. The show also spawned numerous holiday/reunion specials and two major […]
Read More »

TV Lessons in Estate Planning: The Simpsons

by David A. Kubikian Season 2, Episode 5 Background: The Simpsons is an animated sitcom that first aired on FOX on December 17, 1989. The series, which has been on the air for the last 27 (TWENTY-SEVEN!!!) seasons, revolves around the Simpson family and their friends and neighbors in Anytown, USA a.k.a Springfield. The Family Tree: […]
Read More »

The Potential Risks of Do-It-Yourself and Internet Wills

Perhaps you’ve seen the ads on television and on the Internet. For less than $100 (sometimes a lot less), you can get a will. It may appear to be a good way to save money and time (one site says you can finish your will “in less than 15 minutes.” But along with the savings, […]
Read More »

TV Lessons in Estate Planning: Happy Days

by David A. Kubikian Season 2, Episode 4 Background: Happy Days was a sitcom that first aired on ABC on January 15, 1974.  The series, which was on the air for 11 seasons, revolved around the Cunningham family in the mid-1950s through mid-1960s.  The Cunninghams lived in Milwaukee, Wisconsin and were your normal middle class family. […]
Read More »

What Immediate Actions Must Be Taken Right After Someone Dies?

When a loved one dies, family members are not only in mourning — they may be in a state of uncertainty about what to do next. While everyone is respectful to the loss of the loved one, tension can arise over who must take responsibility for arrangements and costs. Confusion often arises. In the weeks […]
Read More »

Revocable Living Trusts

One of the most popular estate planning tools is a Revocable Living Trust. The main reason for its popularity is that it allows you to pass most assets to your heirs without going through probate — a court process that is expensive, time consuming and open to public scrutiny. A living trust also provides for the management and […]
Read More »

Business Succession Planning: Don’t Make Excuses, Make Plans

by Brittiny B. Razzano Originally published in the Saratoga Business Journal. Excuse Number 1: Too Busy  As a successful business owner, you may have your hand in the day-to-day operations and management of your business.  It seems like there is never enough time to sit down and formulate a plan for your business when you […]
Read More »

Service Member Survivor Benefit Plans and Special Needs Trusts

by Debra A. Verni On December 19, 2014, President Obama signed the Disabled Military Child Protection Act. This law allows a military parent to provide a survivor benefit for a disabled child and have it paid to a special needs trust for the child’s benefit. Until recently, service members were reluctant to name children with […]
Read More »

Important Tax Figures for 2016

The following table provides some important federal tax information for 2016, as compared with 2015. Many of the dollar amounts are unchanged or have changed only slightly due to low inflation. Other amounts are changing due to legislation.  

Living Wills and Health Care Proxies: The Terri Schiavo Case

The Terri Schiavo case is a landmark case that was on everyone’s minds. The bitter battle between her family and her husband lasted a decade and a half after Terri suddenly collapsed in 1990. However, her story has had an enormous impact on American consciousness, demonstrating the importance of having a living will and health care […]
Read More »