Category Archives: Estate of the Month

June 2012 Future Estate Newsletter

I seem to forget to post my newsletter on my blog. Shame on me. Here is my June 2012 Newsletter – topics include: Portability of Married Couple’s Estate Basics of Estate Planning: Joint Tenancy is Not a Good Estate Plan … Continue reading

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April News Letter

So, I keep forgetting to post a link to my monthly newsletter. Here are the topics for April 2012: Can A Post-Death Conceived Child Receive Social Security Survivor Benefits? Basics of Estate Planning: What is a Pretermitted Child? Estate of … Continue reading

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Summer 2011 Newsletter

I have not been posting my newsletters here but I thought I would add my latest one and try to make sure I post them in the future. Summer 2011 “The Future Estate” Newsletter Topics include: The Trustee: Part III…The … Continue reading

Posted in Estate of the Month, Estate Planning, Life Estate, Monthly Newsletter, Trustee, Trustee Responsibilties | Tagged , | Leave a comment

March 2011 Newsletter

I forgot to post this while I was on vacation.  My March 2011 Newsletter went out. Topics include: More Digital Estate Planning Basics of Estate Planning: Guardianship for Minors Estate of the Month: I’m Spartacus but Evidently not a Dad Please … Continue reading

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February 2011 Newsletter Topics

Here are the topics from my latest newsletter – “The Future Estate” that went out last week.  Feel Free to take a look. Estate Planning Opportunities for 2011 and 2012 – Leveraging a Gift Basics of Estate Planning: Power of … Continue reading

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