Searching Content indexed under Wills/ Intestacy/ Estate Planning by Ostrow Reisin Berk & Abrams ordered by Published Date Descending.
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Owning A Vacation Home Requires Tax Planning
A vacation home can be many things to different people.
United States
5 Apr 2019
Leaving A Financial Road Map For Your Loved One
We do not like to think about dying or becoming incapacitated due to illness, but it is important to be prepared.
United States
19 Sep 2017
Are You A Member Of The Sandwich Generation?
If you are currently taking care of your children and your elderly parents, count yourself among those of the Sandwich Generation.
United States
16 Aug 2017
What To Do If You Inherit An IRA
If you inherit an IRA, you have several options for handling the funds — depending on your relationship with the original accountholder.
United States
4 Jul 2017
Even You May Benefit From A Reverse Mortgage
You may associate reverse mortgages with homeowners who are struggling to pay medical bills or need cash for living expenses.
United States
9 Dec 2016
What Needs To Be Done With Your Finances After Your Spouse Dies
When a husband or wife passes away, it is a difficult time filled with uncertainty. The surviving spouse often feels overwhelmed and wonders what to do to get affairs in order.
United States
3 Nov 2016
Is Your Estate Plan Ready For The 21st Century?
You know your estate plan accounts for your physical assets, such as real estate, art and collectibles, and vehicles.
United States
6 Apr 2016
Checklist For Protecting Your Child's Financial Future
Congratulations on your family's new addition! The birth or adoption of a child is cause for celebration, but it also carries heavy responsibilities.
United States
29 Mar 2016
Estate Plans Come With Income Tax Strategies
Today, you generally do not need to be concerned about federal estate taxes unless your net worth approaches $5 million (about $10 million if you are married).
United States
29 Mar 2016
When Selling Your Business, Have A Retirement Backup Plan
The proceeds that come from selling a business can be an important part of your retirement plan.
United States
31 Dec 2015
Taking The Right Steps When Using An FLP Or LLC
If you wish to transfer large amounts of wealth to your family at discounted values for gift tax purposes, you might consider forming a family limited partnership (FLP) or a limited liability company (LLC).
United States
20 Nov 2015
Three Benefits Of Donor-Advised Fund Giving
Charitable giving through donor-advised funds (DAFs) has grown in popularity in recent years. A DAF comprises contributions made separately and independently by individual donors.
United States
2 Nov 2015
Do You Have Digital Assets Included In Your Estate?
As people have become aware of technology and Internet tools, they have also started to own assets that live exclusively on the web.
United States
18 Mar 2015
529 Plans: Fund College Costs The Tax-Advantaged Way
For many taxpayers, the best way to fund a college education is a Section 529 college savings plan, because of the potential tax advantages it offers.
United States
20 Feb 2015
Exemption Portability vs. A Credit Shelter Trust
A major advantage of current federal tax law is that estate tax exemption "portability" is now permanent.
United States
29 Jan 2015
Wealth Management Group Newsletter – Fall 2014
What is a person to do if he or she is terminally ill, or permanently unconscious and unable to communicate? Who will make medical decisions on his or her behalf?
United States
14 Oct 2014
Proactive Estate Planning Starts Today
It is common for manufacturers and distributors to be family-owned. Unfortunately, it is also common for owners to let estate planning fall by the wayside.
United States
30 Jul 2014
What To Know About Uniform Transfer To Minors Act (UTMA) And Uniform Gift To Minors Act (UGMA) Custodial Accounts
Many parents want the best way to gift and save money for their children. There are various options, including 529 Plans, trusts and custodial accounts.
United States
3 Jun 2014
Choose The Beneficiary Of Your Retirement Plan Carefully
You may have the opportunity to perhaps share considerable tax-deferred (or tax-free) wealth with a family member on your death.
United States
24 Apr 2014
Are You Prepared To Assume The Duties As An Executor?
If you are asked to help a friend or family member by serving as an executor of an estate, do you understand what the role requires?
United States
7 Jan 2014
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