WEISS & WEISSMAN, INC

ESTATE PLANNING DIRECTORY

 

November, 2011:  Update on Estate Taxes

1/5/2011:  Revenue Raised by Death Tax

FDIC Limits and Trusts: Hopefully, you do not need to know this.  September 29, 2008 Update.  BRAND NEW FDIC Trust Regs!

Ethical Will: Life Lessons for your Heirs: Tell them who and what you are; who and what you hope they will be.

Living Trusts

ARE YOU:
• Married with children?  ABC Trust

• Married without children?  ABC Trust

• Single?

• Unmarried couple?   AB Trust

• Married Same-Sex AB Trust

   

• ABC Trust Flowchart

• Anti-Bimbo Clause: Should your Living Trust allow your Spouse to change the A Trust after you die? Or should the A Trust be locked so she may spend it but when she dies, whatever remains must go to the children?

• New Tax Free Amounts at Death
• November, 2010:  Update on Estate Taxes

• Do I need a Trust? $10,000,000 is Tax-Free!  in 2011
• Do I need a Trust? We have Portability  in 2011

• ANNUAL TRUST UPDATE
• If you have a Living Trust, see Funding the Trust

• Dynasty Trust: The Perfect Way to Inherit: Parents' View
  
• Dynasty Trust: The Perfect Way to Inherit: Heir's View
  
  

•  Is an Obituary required?




• Choosing a Guardian
  
• How Old Should Minor Be?
  
• Community Property / Step-Up in Basis

• Durable Powers of Attorney
  
• Health Care Power of Attorney
  
• Conservatorships
  
• Joint Tenancy compared to Community Property
  
• Probate - Why Wills do not avoid Probate

• What if I have No Will?
• Can I Do it Myself? Do I Need A Lawyer?

• Deathbed Planning

• Non-Citizen Spouse
  
• Non-Resident Alien Estate Planning

  
  

• Advanced Estate Planning Techniques

• Family Loans - a Great Deal
• Dynasty Trust: The Perfect Way to Inherit: Parents' View
  
• Dynasty Trust: The Perfect Way to Inherit: Heir's View
  
• Family Limited Partnership; the Basics
  
• Family Limited Partnership; Advanced
  
• Minority and Lack of Marketability Discount
• How to Keep the Vacation Home in the Family
  
• Gifts to Minors
  
• Lifetime Gifts
  
• Irrevocable Trust
  
• Life Insurance Trust
  
• Charitable Remainder Trusts
  
• Qualified Personal Residence Trust
  
• Special Needs Trust for Disabled Heir
  
• 11/2002: MediCare Issues Nursing Home Comparison Report
• Medi-Cal Qualification
  
• IRAs/Retirement Plans at Death
  
• Living Trusts as IRA/Retirement Plan Beneficiaries
  
• No-Contest Clauses Outlawed 1/1/2010

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