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Stress Test Your Life Insurance by Gordon Schaller and Scott Harshman This article appeared in the February 22, 2011 issue of the Orange County Business Journal. Click here to view this article as a pdf. The life insurance industry has utilized technology over the last 30 years to create new hybrid financial/life insurance products. Life […]
Burton Mitchell and Elaine Leichter’s article titled, “The Top 10 Reasons 21st-Century Couples Should Consider a Prenuptial Agreement: Part 2” was published by the Elite Advisor Forum. To read part 1, click here. To view this article as a pdf, click here. In Part 1 of this two-part series, we discussed five of the top […]
Megan Earhart co-wrote the article “New Legislation Brings Some Clarity to Estate Planning – Part II,” published on Jan. 19, 2011.
Elaine Leichter and Burton Mitchell’s article, “The Top 10 Reasons 21st Century Couples Should Consider a Prenuptial Agreement,” was published by the Elite Advisor Forum. To read part 2, click here. To view this article as a pdf, click here. As a savvy financial advisor, you’re aware that spouses are not mere roommates. They are […]
Burton Mitchell‘s article titled “GRATs: Time Is Running Out” was published in the Elite Advisor Forum. To view this article as a pdf, click here. “By transferring appreciating assets to a GRAT, individuals may transfer those assets free of gift or estate taxes, provided the grantor outlives the GRAT annuity term and the transferred assets […]
Megan Earhart co-wrote the article “New Legislation Brings Some Clarity to Estate Planning” published on Nov. 8, 2010.
Gordon Schaller’s article "The Perfect Storm of Estate Planning Coming to an End" was published by The Elite Advisor Forum, the financial services industry’s premier online destination for financial advisors who serve affluent individuals. "Early speculation about changes to the 2009 income, gift and estate taxes by the Democrat-controlled Congress and administration was quickly replaced […]
2010: "Repeal" of the Federal Estate Tax The Economic Growth and Tax Relief Reconciliation Act of 2001 (the "2001 Act") made headlines at the time of its passage because it contained provisions that would repeal the estate tax and the generation-skipping transfer ("GST") tax. The truth is that the 2001 Act replaces the federal estate […]
Taxpayers with unreported income from offshore accounts now have until October 15, 2009 to voluntarily disclose that information to the IRS. This one-time extension — from September 23, 2009 to October 15, 2009 — will allow taxpayers and their attorneys to prepare the necessary documentation to qualify for the special penalty provisions. As we reported […]
Disputes can often arise in the administration of a trust or a probate estate, especially when there are substantial amounts of money involved or when family conflict is present. These disputes can arise between beneficiaries, between a trustee or other fiduciary and beneficiaries, or from third parties. JMBM’s trusts and estates lawyers intentionally foster a […]
