As we have pointed out before on this blog, asset protection planning is a discipline that often goes along with estate planning and which involves a number of techniques that have the goal of protecting one's assets from claims of creditors, though without engaging...
Month: March 2012
Winehouse’s lack of will a reminder of the importance of estate planning
On Behalf of The Manna Helmy Law Group | Mar 30, 2012 | Estate Planning, Wills
Our Bergen County readers may remember the news which came last July of the death of English singer and songwriter Amy Winehouse, who tragically died of alcohol poisoning. According to recently released probate records, Winehouse had about 4.6 million in U.S. dollars...
Whitney Houston will contains several surprising features
On Behalf of The Manna Helmy Law Group | Mar 23, 2012 | Estate Planning, Trusts, Wills
The recent death of Whitney Houston has been an occasion for the music industry to mourn one of its greatest talents. For estate planners, it has been an occasion to learn from mistakes she and her attorneys made in her own estate plan.Two weeks ago, Whitney Houston's...
Techniques high-powered executives use to avoid taxes
On Behalf of The Manna Helmy Law Group | Mar 22, 2012 | Estate Planning
A recent Forbes article explored the various tactics used by wealthy men and women, particularly those with high-growth investments, to minimize tax liability. As our New Jersey readers know, avoiding estate and gift tax liability is an important aspect of estate...
Aging parents, blended families present challenges, uncertainties for estate planning, P.2
On Behalf of The Manna Helmy Law Group | Mar 19, 2012 | Estate Planning
In our last post, we began looking at the increasing problem of caring for elderly parents, and how this can financially affect the adult children who care for them, as well what those children can expect for an inheritance. As we've noted, adult children are often...
Aging parents, blended families present challenges, uncertainties for estate planning, P.1
On Behalf of The Manna Helmy Law Group | Mar 16, 2012 | Estate Planning
Estate planning is sometimes a relatively simple process. In other cases it can be downright complicated. The complication may come from managing a variety of complex assets, but it can also come from complication in the family itself.Whether it is blended families,...
Estate planners can help noncitizens minimize estate, gift tax
On Behalf of The Manna Helmy Law Group | Mar 9, 2012 | Inheritance And Estate Tax, Trusts
Minimizing estate and gifts taxes is an issue which is on the minds of a lot of those with estate plans. And minimizing estate and gift taxes is a central goal of estate planning attorneys, who employ a number of tools and approaches to get the job done.For those who...
Testamentary trusts can help keep inheritance in family
On Behalf of The Manna Helmy Law Group | Mar 8, 2012 | Estate Planning, Trusts
As some of our readers have experienced firsthand, divorce can have an impact on how one approaches estate planning. Conversely, the way one constructs one's estate plan can impact divorce. One of the ways it can do this is in the area of property distribution. For...
Grantor retained annuity trusts can minimize estate, gift taxes
On Behalf of The Manna Helmy Law Group | Mar 2, 2012 | Inheritance And Estate Tax
In our last post, we took a look at the Intentionally Defective Grantor Trust as a technique for minimizing estate and gift taxes. Another technique, also trust-based, is the Grantor Retained Annuity Trust (GRAT). GRATs can allow those who establish them to transfer a...
Grantor trusts can help minimize estate, gift tax
On Behalf of The Manna Helmy Law Group | Mar 1, 2012 | Inheritance And Estate Tax
Trusts can be a very valuable tool in estate planning, particularly with respect to estate and gift tax minimization. Various types of trusts can be established for this purpose, though the setup one chooses should be based on the particulars of their financial and...
Categories
- Asset Protection (53)
- Estate Planning (361)
- Inheritance And Estate Tax (92)
- Medicaid Planning / Nursing Home Planning (49)
- Probate (54)
- Trusts (35)
- Wills (24)
Archives
- February 2022 (1)
- January 2022 (1)
- June 2021 (1)
- April 2021 (1)
- February 2021 (1)
- January 2021 (1)
- October 2020 (1)
- August 2020 (1)
- July 2020 (1)
- May 2020 (1)
- March 2020 (1)
- January 2020 (1)
- November 2019 (1)
- September 2019 (1)
- August 2019 (1)
- June 2019 (1)
- April 2019 (1)
- February 2019 (1)
- December 2018 (1)
- October 2018 (1)
- September 2018 (1)
- July 2018 (1)
- May 2018 (1)
- March 2018 (1)
- January 2018 (1)
- November 2017 (1)
- October 2017 (1)
- August 2017 (1)
- June 2017 (1)
- April 2017 (1)
- February 2017 (1)
- January 2017 (1)
- December 2016 (1)
- November 2016 (1)
- September 2016 (1)
- July 2016 (1)
- May 2016 (1)
- March 2016 (1)
- February 2016 (1)
- January 2016 (4)
- December 2015 (8)
- November 2015 (9)
- October 2015 (6)
- September 2015 (9)
- August 2015 (9)
- July 2015 (10)
- June 2015 (7)
- May 2015 (9)
- April 2015 (8)
- March 2015 (9)
- February 2015 (8)
- January 2015 (10)
- December 2014 (9)
- November 2014 (8)
- October 2014 (9)
- September 2014 (8)
- August 2014 (9)
- July 2014 (9)
- June 2014 (8)
- May 2014 (9)
- April 2014 (9)
- March 2014 (8)
- February 2014 (9)
- January 2014 (9)
- December 2013 (9)
- November 2013 (7)
- October 2013 (11)
- September 2013 (7)
- August 2013 (9)
- July 2013 (9)
- June 2013 (9)
- May 2013 (10)
- April 2013 (8)
- March 2013 (6)
- February 2013 (9)
- January 2013 (10)
- December 2012 (8)
- November 2012 (9)
- October 2012 (8)
- September 2012 (8)
- August 2012 (8)
- July 2012 (7)
- June 2012 (8)
- May 2012 (9)
- April 2012 (9)
- March 2012 (10)
- February 2012 (7)
- January 2012 (10)
- December 2011 (10)
- November 2011 (9)
- October 2011 (8)
- September 2011 (9)
- August 2011 (9)
- July 2011 (8)
- June 2011 (9)
- May 2011 (10)
- April 2011 (9)
- March 2011 (9)
- February 2011 (8)
- January 2011 (8)
- December 2010 (10)
- November 2010 (9)
- October 2010 (9)
- September 2010 (8)
- August 2010 (8)
- July 2010 (9)
- June 2010 (5)