Aug 27, 2017 | Estate Planning, Financial
Download a PDF of the article here By William H. Coleman We regularly see clients regarding their estate planning needs. When they come to see us, they assume that estate planning involves the drafting of a will or living trust. They are unaware that estate planning...
Dec 20, 2013 | Estate Planning
Download a PDF of the article here By Eliot S. Nahigian Estate plans for couples and individuals should be reviewed and revised because of The American Taxpayer Relief Act of 2012 (the “Act”). The Act, enacted on January 1, 2013, to avert the so-called “fiscal cliff,”...
Dec 27, 2006 | Estate Planning
Download a PDF of the article here By William H. Coleman In a prior article, we discussed the “will” as one estate planning document. In this issue we will discuss an alternative to the will as a basic estate planning instrument. What Estate Planning Is...