Estate and Elder Law

Recent Posts

John Dedon On Estate Planning: Is It R.I.P. For IRAs?
Posted on 5 Nov 2014 by John Dedon

In an October online article in The Wall Street Journal , the reporter described how Congress is examining large IRAs, and IRAs holding real estate and closely held business interests. Congress’ concern is that IRA income tax advantages are being... Read More

John Dedon On Estate Planning: Planning Not Just For The ‘Very Wealthy’
Posted on 5 Nov 2014 by John Dedon

Russ Alan Prince, for Forbes, published an article on October 13, titled "The Very Wealthy Embrace Severe Disaster Contingency Planning." The article outlined how today, "the exceptionally wealthy [are] vulnerable to geopolitical instability... Read More

David Shulman on Estate Planning: Finding Your Digital Assets After Death
Posted on 11 Jul 2014 by David A. Shulman

by David Shulman I’ve written before about estate planning for your digital assets and online accounts. Well this article isn’t necessarily about planning , but what happens after you die – especially if you don’t plan (or even... Read More

Ask Liza: Paying Capital Gains on Appreciated Assets
Posted on 25 Jun 2015 by Liza Weiman Hanks

Dear Liza, My father passed away in 2002 when the federal estate tax limit was $1million. At that time my mother chose to put their home in the Bypass Trust. She has now passed and the home is worth $1.4 million. Do we inherit tax free or pay taxes on... Read More

John Dedon On Estate Planning: 1031 Exchanges And End Of Year Planning
Posted on 5 Nov 2014 by John Dedon

My partner, David Lawrence, is an expert on Section 1031 tax-free exchanges involving investment real estate. His thoughts regarding end of year planning and the advantages of 1031s is below. Tax Straddling When Selling Investment Property Between... Read More

John Dedon on Estate Planning: Buy-Sell Arrangements and Irrevocable Insurance Trusts
Posted on 16 Jul 2015 by John Dedon

A common estate planning strategy for people with taxable estates is to have an irrevocable trust own life insurance, rather than owning the insurance themselves. Even with the current amount an individual can protect from estate tax at $5,340,000, some... Read More