Estate and Trusts
Do I Need a Pre-Nup?
Yours/Mine/Ours. These words have one meaning when one is getting married and can take on a whole other meaning when…
Read MoreThe Weekly Scenario from Steve Shane – 9.3.13
Question: Has there been any guidance for tax reporting purposes for same-sex couples (after the June 26th Supreme Court decision…
Read MoreWhat is a Buy-Sell Agreement?
If you and a business partner are considering a joint venture, it is important to outline the parameters of that…
Read MoreThe Weekly Scenario from Steve Shane – 8.26.13
Question: Can a child legally emancipate from his parents before the age of 18? Answer: The answer is yes. The typical…
Read MoreSelecting a Trustee
Trusts are useful for many reasons, including investing assets, minimizing the impact of estate taxes, protecting an inheritance, benefiting charity…
Read MoreThe Weekly Scenario from Steve Shane – 8.19.13
Question: I have been reading a lot about James Gandolfini’s Will and that certain mistakes were made. What could have…
Read MoreThe Weekly Scenario from Steve Shane – 8.12.13
Question: Now that the Supreme Court has struck down the section of the Defense of Marriage Act (DOMA), what implications…
Read MoreWhat is a Dynasty Trust?
When it comes to estate planning, most people get overwhelmed trying to decipher the differences between each type of trust…
Read MoreThe Weekly Scenario from Steve Shane – 8.5.13
Question: What is a donor advised fund and can a donor advised fund help me to receive a year-end tax…
Read MoreEstate Planning, Asset Protection, and Spendthrift Trusts
Following a divorce, things can get ugly. In certain situations, a divorcing spouse will attempt to pierce a third party…
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