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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...
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...
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,...
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...
On Behalf of The Manna Helmy Law Group | Feb 24, 2012 | Estate Planning
In our previous post, we began looking at a recent Forbes article discussing surprisingly helpful estate planning lessons drawn from a recent George Clooney film which was nominated for Oscars in five different categories. The name of the film is "The...
On Behalf of The Manna Helmy Law Group | Feb 23, 2012 | Estate Planning
A recent Forbes article highlighted some of the estate planning lessons that were embedded-ironically enough-in a recent film called the Descendants. The film, starring George Clooney, was reportedly nominated for Oscars in a handful of categories.According to the...
On Behalf of The Manna Helmy Law Group | Feb 17, 2012 | Estate Planning
Planning for the care of pets is among the tasks people include in the estate planning process. To some, it may seem silly, but for others, their animal friends are their world. For those who want their pets are cared for in the event of the death, it really is best...
On Behalf of The Manna Helmy Law Group | Feb 16, 2012 | Estate Planning
As our readers may know, big changes may be in store for estate planners and their clients in 2013, and time is running out to take advantage of favorable estate planning conditions. In fact, the current situation is the most favorable estate and gifting environment...
On Behalf of The Manna Helmy Law Group | Feb 11, 2012 | Estate Planning
In our previous post, we began discussing options for dealing with employer stock option in one's estate plan.As we noted, if one leaves either and incentive (ISO) or a nonqualified (NSO) type of plan to one's estate, one needs to make sure the executor has the...
On Behalf of The Manna Helmy Law Group | Feb 10, 2012 | Estate Planning
How any given person's estate plan will turn out depends on a number of factors, including their family structure, their goals, and their assets. In the latter category, one of the often overlooked assets is stock options.Many people own stock options, but in some...
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...
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...
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,...
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...
On Behalf of The Manna Helmy Law Group | Feb 24, 2012 | Estate Planning
In our previous post, we began looking at a recent Forbes article discussing surprisingly helpful estate planning lessons drawn from a recent George Clooney film which was nominated for Oscars in five different categories. The name of the film is "The...
On Behalf of The Manna Helmy Law Group | Feb 23, 2012 | Estate Planning
A recent Forbes article highlighted some of the estate planning lessons that were embedded-ironically enough-in a recent film called the Descendants. The film, starring George Clooney, was reportedly nominated for Oscars in a handful of categories.According to the...
On Behalf of The Manna Helmy Law Group | Feb 17, 2012 | Estate Planning
Planning for the care of pets is among the tasks people include in the estate planning process. To some, it may seem silly, but for others, their animal friends are their world. For those who want their pets are cared for in the event of the death, it really is best...
On Behalf of The Manna Helmy Law Group | Feb 16, 2012 | Estate Planning
As our readers may know, big changes may be in store for estate planners and their clients in 2013, and time is running out to take advantage of favorable estate planning conditions. In fact, the current situation is the most favorable estate and gifting environment...
On Behalf of The Manna Helmy Law Group | Feb 11, 2012 | Estate Planning
In our previous post, we began discussing options for dealing with employer stock option in one's estate plan.As we noted, if one leaves either and incentive (ISO) or a nonqualified (NSO) type of plan to one's estate, one needs to make sure the executor has the...
On Behalf of The Manna Helmy Law Group | Feb 10, 2012 | Estate Planning
How any given person's estate plan will turn out depends on a number of factors, including their family structure, their goals, and their assets. In the latter category, one of the often overlooked assets is stock options.Many people own stock options, but in some...
