February 2010 (4)
Detailed Monthly Archive
- 22: It Depends! (0)
- 15: Management Problems in Family Businesses (0)
- 08: What’s Your Family Business Succession Plan? (0)
- 01: Questions – No Answers…and More Questions! (0)
January 2010 (5)
Detailed Monthly Archive
- 26: Family Travel Expenses (0)
- 19: Health Insurance Excise Tax Makes Rhinos Fly (0)
- 12: No Estate Tax This Year!!! Or…Will There Be?! (0)
- 08: Do I Need a Trust? (0)
- 04: Stay On Top of Your Estate Plan in 2010 (0)
December 2009 (2)
Detailed Monthly Archive
- 15: Mortgage Deficiency Judgments Against an Estate (0)
- 08: Year End Gift Giving – Avoid Gift Taxes (0)
November 2009 (5)
Detailed Monthly Archive
- 30: Minimizing Risk in Estate Administrations (0)
- 25: Things to Be Grateful For (0)
- 18: What To Do When A Loved One Being Taken Advantaged Of (0)
- 11: Estate Planning Issues on Conversion from Traditional to Roth IRA (0)
- 05: The Difference Between a Will and a Revocable Living Trust (2)
October 2009 (5)
Detailed Monthly Archive
- 30: Step Up in Tax Cost Basis is the Big Deal (0)
- 26: My Northern Attorney is Licensed in Florida (0)
- 19: IRA Roth Conversion Timeline (0)
- 09: Religious Conditions Imposed on Inheritance Upheld (0)
- 01: Leaving IRAs to Minor Beneficiaries (0)
September 2009 (3)
Detailed Monthly Archive
- 14: Inherited IRAs Not Creditor Exempt in Florida (0)
- 07: Did the Mutual Fund Managers Let Us Down? (0)
- 04: Transitioning Your Business to Employee/Owners (0)
August 2009 (7)
Detailed Monthly Archive
- 31: Trusts Are Boilerplate, Right? (0)
- 28: Should the Guardian for Your Children Also Serve as Estate Administrator? (0)
- 24: Can You Protect Your Adult Children’s Inheritance from Divorce? (0)
- 19: Is Your Living Will Akin to a Death Panel? (0)
- 16: Administering an Estate (0)
- 12: If You Had Six Months to Live – What Would You Want to Do? (0)
- 05: How Does Michael Jackson’s Last Will Keep His Matters Private? (0)
July 2009 (4)
Detailed Monthly Archive
- 28: Huh? (0)
- 21: Promises Made to be Broken (0)
- 14: Do I Need a Trust? (0)
- 07: Family Business Dilemma (0)
June 2009 (4)
Detailed Monthly Archive
- 30: Decision Maker Diversity (0)
- 20: I Love my Son (Daughter) in-Law, but… (0)
- 19: Media’s Dark Cloud (0)
- 19: How US Corporate Tax Policy Hurts American Competitiveness and Jobs (0)
May 2009 (2)
Detailed Monthly Archive
April 2009 (4)
Detailed Monthly Archive
- 22: Wealth Redistribution & Taxes (0)
- 22: Did the Mutual Fund Managers Let Us Down? (0)
- 22: Balancing Your Trusts (0)
- 14: Opportunities in a Down Market (0)
March 2009 (4)
Detailed Monthly Archive
- 30: Conditional Inheritance? (0)
- 19: Large Corporations vs Small Businesses (0)
- 06: What Happens to the Contents of Your Safe Deposit Box? (0)
- 06: Co-Signing Loans for Children and Grandchildren (0)
February 2009 (8)
Detailed Monthly Archive
- 24: Hersch Co-Authors National Estate Planning Strategy Book FL (0)
- 24: Change to Your Estate Plan Necessary When You Become a Florida Resident (0)
- 24: It’s Not the Money or Property They Fight Over (0)
- 05: TARP II and Aggregator Banks – Bad Idea? (0)
- 05: Be Glad You Live Here (0)
- 05: Bill Proposed to Limit Valuation Discounts on Transfers (0)
- 05: Required Minimum Distribution Suspension (0)
- 05: Confidence & Clarity During Frightful Times (0)
December 2008 (4)
Detailed Monthly Archive
- 19: Limiting Liability Exposure When Owning Rental Units (2)
- 19: If It Looks Too Good to Be True… (0)
- 19: Beneficiaries Should Cash Gift Check Before Year End (0)
- 19: What Will Happen to the Estate Tax? (0)
November 2008 (6)
Detailed Monthly Archive
- 25: Troubled Asset Relief Program (TARP) Uncertainty Contributes to Stock Market Drop (0)
- 25: Do It Yourselfers Following Index Funds Not Faring Better than Professionals (0)
- 25: Financial Crisis Reveals Historical Change Between Politics and Economics (0)
- 25: Importance of Crummey Letters (0)
- 25: Why Update My Trust? (0)
- 25: Market and Banking Collapse a Result of Lost Values? (0)
October 2008 (6)
Detailed Monthly Archive
- 30: Now More than Ever (1)
- 15: Should You Bail Out the Kids? (0)
- 10: The Trouble with “Pay on Death” & “Joint with Rights of Survivorship” Accounts (0)
- 03: Wall Streets Drop Affects Estate Planning (0)
- 03: Estate Planning for Same Sex Couples (0)
- 03: Trustee Liability (1)
August 2008 (3)
Detailed Monthly Archive
- 06: Durable Powers of Attorney (0)
- 01: Are Your Bank Deposits Safe? (0)
- 01: When the Feds Come Marching In (1)
July 2008 (3)
Detailed Monthly Archive
- 21: Dad Wrote a $10,000 Check to the Housekeeper (0)
- 15: Art or Science? (0)
- 03: The Experience Economy (0)
June 2008 (4)
Detailed Monthly Archive
- 12: Defining Health (0)
- 10: Intellectual Capital (0)
- 05: Are Trusts Only for the Super Wealthy? (0)
- 02: Joint Ownership (6)
May 2008 (2)
Detailed Monthly Archive
- 30: The Alcoholic Beneficiary (0)
- 28: Breaking Rules or Finding Loopholes? (0)
April 2008 (2)
Detailed Monthly Archive
- 08: What Should Tiger Woods Leave to His Kids? (0)
- 03: Change to Your Estate Plan Necessary When You Become a Florida Resident (0)
March 2008 (1)
Detailed Monthly Archive
February 2008 (2)
Detailed Monthly Archive
- 08: IRS Successfully Challenges Family Limited Partnerships (0)
- 01: Now is the Time for a Residence Trust (0)
December 2007 (1)
Detailed Monthly Archive
November 2007 (2)
Detailed Monthly Archive
October 2007 (3)
Detailed Monthly Archive
- 30: Vanguard Decides to Change Your IRA Beneficiary For You (0)
- 28: Lessons for Those Born Wealthy – How to Stay that Way (0)
- 19: Must Disinherited Relatives Be Notified of a Probate Administration? (0)
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