The "Daily Plan-It™" Estate Planning eNewsletter

New York Estate Planning • Estate Planning Law Center

Each week we send an electronic newsletter to friends and clients covering issues of estate planning, asset protection, elder law and updates/changes in Tax Law.

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"Daily Plan-It™" Archives

For your convenience, you may access the current and past issues of our estate planning newsletter online:

• 1/26/2012 Passing on a Family Vacation Home Requires Thoughtful Planning
• 1/12/2012 Death Preceded Fame—'Girl with the Dragon Tattoo' Author Had Invalid Will
• 12/29/2011 Your Client's Cat Just Joined the 1% — What Should You Do About It?
• 12/15/2011 George Clooney's New Movie Offers Informative, Entertaining Look at Trusts
• 12/1/2011 Is the Super Committee Failure a Great Opportunity to Market to Your Clients?
• 11/17/2011 A Trust Can Save Your Client from a Court-Appointed Guardianship
• 11/3/2011 Another State Sees the Value in Allowing Asset Protection Trusts
• 10/20/2011 Deadline Nears for Reporting Option That Applies to Many Large Estates
• 10/6/2011 Blended Families and Retirement Accounts —Is This Combination a Minefield or Opportunity for Advisor
• 9/22/2011 Petter Estate Is a Big Victory That Highlights a Great Safety Net Plan
• 9/8/2011 Who Will Care for Hachi?
• 8/25/2011 New Disclosure Rules Will Expose ‘Hidden' Fees inside Retirement Plans
• 8/11/2011 Do Not Miss Out! Just 16 Months Left to Act on Planning Opportunities under the 2010 Tax Relief Act
• 7/28/2011 What Important Documents Should Your Clients Gather Before They Die?
• 7/14/2011 Why You MUST Use a Living Trust When Planning with Business Owners
• 6/30/2011 How to Generate More Business through Business Owner Planning Reviews
• 6/16/2011 Building Up Your Business During Summer's Typical Planning Slowdown
• 6/2/2011 How to Maximize Family Privacy in Estate Planning for Your Clients
• 5/19/2011 Living Trusts Provide Protection for Your Client's Potential Incapacity
• 5/5/2011 Living Trusts provide Divorce Protections to Your Client's Kids
• 4/21/2011 Beyond Taxes — Basic Reasons Why Clients Should Consider a Living Trust
• 4/7/2011 Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not
• 3/24/2011 Personal Services Agreements Can Help Protect Assets from Nursing Home Costs
• 3/10/2011 New Gift Tax Exemption Raises Some Big Questions for Business Owners
• 2/24/2011 Educate Your Clients on Ways to Maximize Social Security Benefits
• 2/10/2011 Interesting Court Decision Illustrates Mistake in Buy-Sell Agreement
• 1/27/2011 Should or Can Your Clients Undo Large Taxable Gifts from 2010?
• 1/13/2011 Blame Congress: Why Your Clients Will Have to Wait to File Those Deductions
• 12/30/2010 It's Déjà Vu All Over Again!!!!
• 12/16/2010 Stay Tuned: White House Strikes Deal with GOP on Federal Estate Tax
• 12/2/2010 Will Suicides Increase Among Elderly Clients to Beat the Return of the Death Tax?
• 11/18/2010 The Return of the Estate Tax Is Certain
• 11/4/2010 Warn Your Clients Owing Taxes on Dangers of Hiring Quick Fix Firms
• 10/21/2010 Talking to Clients about the Estate Tax
• 10/7/2010 Supreme Court Agrees to Rule on Anna Nicole Smith Estate Case - Again
• 9/23/2010 Having a Hard Time Selling Life Insurance?
• 9/9/2010 A New Florida Ruling that Could Affect Your Client's Single Member LLC
• 8/26/2010 District Court Says S Corp Dividends Can be Considered Taxable Wages
• 8/12/2010 Dog Fight Ensues Over Millionaire Heiress's Wild and Wacky Will
• 7/30/2010 Corrected ***Better to Give Now vs. Making Charitable Contributions Later
• 7/29/2010 Better to Give Now vs. Making Charitable Contributions Later
• 7/15/2010 The $4 Billion Question—How Much Can a Tycoon's Heirs Really Expect?
• 7/1/2010 Does Your Client's Teen Need a Will? Help Them Plan for the Unthinkable
• 6/17/2010 But Why Can't I Just Use the Internet?
• 6/3/2010 A Checklist for Helping Clients Detect and Deal with Financial Elder Abuse
• 5/20/2010 Watch Out for Tax Traps for Foreigners
• 5/6/2010 Help a Client's Family Avoid Confusion in a Crisis with Proper Estate Planning
• 4/22/2010 Interesting Long-Term Care Trend: Boomers Are Insuring Their Parents
• 4/8/2010 Clients Still Thinking About a GRAT? Tell Them - Act Now - Before Congress Does
• 3/25/2010 Helping Clients Assume Control of Their Aging Parents' Finances
• 3/11/2010 Protect Your Client's Beneficiaries with a Creditor-Proof IRA Trust
• 2/25/2010 Why the Federal Estate Tax's Repeal Might Cost Your Client's Family More
• 2/11/2010 How Will You Handle the Estate Tax Repeal with Your Clients?
• 1/28/2010 The Repeal is Here
• 1/14/2010 Why Clients Should be Extra Frugal with Their Special Needs Children
• 12/31/2009 Selling Clients on the Importance of Setting Simple Goals for 2010
• 12/17/2009 Share Some Smart, Cost-Saving Tips for Clients' End-of-Year Tax Planning
• 12/3/2009 Help Your Clients Put Back Their IRA Distribution Before the End of the Year!
• 11/12/2009 6.4 Million Dollar Fine Slapped on Trust Mill in Landmark Case
• 10/29/2009 Did Yankee's Pitcher Cory Lidle Have Great Asset Protection in Place?
• 10/15/2009 Economy's Cold Reality Has Turned Cemetery Plots into Hot Properties
• 10/1/2009 Understand the Difference between Long-Term Care & Disability Insurance
• 9/17/2009 Estate Planning for Pets
• 9/3/2009 Trust Terminology Part 3: Showing Your Clients Several Ways to Trust
• 8/20/2009 Your Client Needs an Online Estate Plan
• 8/6/2009 What Kind of Person Should Clients Look for When Choosing a Trustee?
• 7/23/2009 Individual Retirement Accounts Just Got a Shot in the Arm
• 7/9/2009 Does Your Client Know Who She Wants to Run Her Business After She is Gone?

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Estate Planning
Law Center

David J. Zumpano CPA/Esq.

555 French Road
New Hartford, NY 13413
Phone: (315) 793-3622
Email: info@eplawcenter.com