Estate and Legacy Planning

Taking Advantage of the GRAT

October is almost here and NOW is the time to take advantage of a tax saving estate planning strategy known as a GRAT!   GRATs (grantor retained annuity trust) are vehicles used by estate planners when clients

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LegalZoom and Washington State Legal Update

It appears the Washington State Attorney General has dealt a blow to the company who claims it offers “Do-It-Yourself” legal documents online. The State of Washington recently entered into an Assurance of Discontinuance or an

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Do-It-Yourself Estate Planning – A New Low

This morning, I noticed a Google advertisement that really got my blood boiling.  The ad was for LegalZoom – one of those online companies touting Do-It-Yourself legal documents, including estate planning.  It’s bad enough that

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Hospital Discrimination Against Gay & Lesbian Couples

Last week, President Obama signed a memorandum requiring any hospital that received Medicare or Medicaid funding to permit gays and lesbians to have non-family visitors and to grant their partners medical power of attorney.  Prior to this

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Inoculating Estates From Health Costs

April 3, 2010 Wall Street Journal article, “Inoculating Estates From Health Costs” by Kelly Greene: Should you give away your nest egg to your heirs—and then stick Medicaid with your nursing-home tab when the time comes? Outrageous

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Factoring Debt Into Your Estate Plan

In an exclusive interview with, estate lawyer, Gary Altman, Esq./CFP, discusses what to do with joint credit cards upon death of a spouse. Altman has always advised against having joint credit card accounts and even against

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