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Testamentary Trust
Preparing your estate plan, in particular a will or revocable living trust, allows you to give what you own, to whom you want, in the way you want them to receive it. Planning for the possibility of...
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Making Lifetime Gifts Free From Gift Tax
Margaret Menicucci, Attorney & Counselor Your Will is not the only mechanism for transferring your assets to family members. Often, it makes sense to give family members financial gifts or gifts of...
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Federal Estate Tax Clarity Under New Reform
Federal Estate Tax Clarity Under New Reform By Margaret Menicucci, Attorney & Counselor You need a crystal ball to know how future tax reform will change current estate tax exemptions and rates....
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‘Tis the Season to Start Talking
‘Tis the Season to Start Talking By Margaret Menicucci, Attorney & Counselor My father passed away in 2010, after a long and meaningful life. Visits to my parents’ home were periodic because I live...
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Settling Into a New Estate Tax Environment
Settling Into a New Estate Tax Environment By Margaret Menicucci, Attorney & Counselor In my November 2nd blog, I reflected on the status of gift and estate taxation with the tax reform act looming...
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The Importance of a Complete Will
By Margaret Menicucci, Attorney & Counselor I have never met a client who says they want their Will to distribute only a part of their estate, and then they want the family to figure out the rest...
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Updating Your Estate Plan
By Margaret Menicucci, Attorney & Counselor This summer I moved a just-graduated adult child into her first apartment in a big city. Her adult life is taking shape as she takes the bus to work and...
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2020 Brings Dramatic Changes to Pay-out Requirements for Inherited IRAs and...
By Margaret Menicucci, Attorney & Counselor The pay-out requirements for people inheriting Individual Retirement Accounts (IRAs) and other retirement plans have changed dramatically. Legislation...
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Planning for Your Disability to Protect Your Legacy
By Margaret Menicucci, Attorney & Counselor The most distressing situation that a client can bring to us is when an elderly or ill person has been taken advantage of financially by a third party...
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National Estate Planning Awareness Week: October 19-25, 2020
By Margaret Menicucci, Attorney & Counselor Along with cooler weather, October brings National Estate Planning Awareness Week! This is the perfect time to think about the condition (or even...
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