Estate planning risk, compliance and COVID-19

Some people might see the title here and think this is an odd title: Estate planning risk, compliance and COVID-19. However, issues like compliance go with estate planning just like they do anything else.  My oldest friend is a consultant in the energy industry for Deloitte & Touche LLP.  Actually, Howard Friedman’s official title is […]

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Listing all assets in estate planning

Below I have posted a sample of the information we like to have when we do estate planning. Though we do not require the information it’s helpful to us. It’s helpful in different ways. Let’s discuss. First, the dollar amounts are certainly not required but knowing the approximate estate size helps determine what plan is […]

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Retirement Plan Contributions in 2012

It’s that time of year… time to start planning for 2012. How will you fund your IRA, 401k, 403b, and other retirement plans in 2012? The rules are not substantially changed. Here is a brief summary to help you. Also, please remember each type of plan has different beneficiary rules so work with a qualified […]

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FDIC Insurance Basics

Currently the FDIC insurance limits have been raised to $250,000 per BANK (not per account). I will post the trust rules later in the week as they are a little different. Check out for the latest information about FDIC insurance. It’s a huge part of estate planning, trust and probate law so I am […]

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