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January 2010

1/12/2010 No Estate Tax This Year!!! Or…Will There Be?!
1/8/2010 Do I Need a Trust?
1/4/2010 Stay On Top of Your Estate Plan in 2010


December 2009

12/15/2009 Mortgage Deficiency Judgments Against an Estate
12/8/2009 Year End Gift Giving – Avoid Gift Taxes


November 2009

11/30/2009 Minimizing Risk in Estate Administrations
11/25/2009 Things to Be Grateful For
11/20/2009 What To Do When A Loved One Being Taken Advantaged Of
11/18/2009 Estate Planning Issues on Conversion from Traditional to Roth IRA
11/5/2009 The Difference Between a Will and a Revocable Living Trust


October 2009

10/30/2009 Step Up in Tax Cost Basis is the Big Deal
10/23/2009 My Northern Attorney is Licensed in Florida
10/19/2009 IRA Roth Conversion Timeline
10/9/2009 Religious Conditions Imposed on Inheritance Upheld


September 2009

9/10/2009 Transitioning Your Business to Employee/Owners
9/3/2009 Trusts Are Boilerplate, Right?


August 2009

8/27/2009 Should the Guardian for Your Children Also Serve as Estate Administrator?
8/20/2009 Can You Protect Your Adult Children’s Inheritance from Divorce?
8/13/2009 Is Your Living Will Akin to a Death Panel?
8/6/2009 Liquidity as an Estate Planning Issue


July 2009

7/30/2009 Global Thinking: Taxing the Internet Not a Good Idea
7/23/2009 Beware of Non-Homestead Transfer Reporting Requirements
7/16/2009 Administering an Estate
7/9/2009 If You Had Six Months to Live – What Would You Want to Do?
7/2/2009 How Does Michael Jackson’s Last Will Keep His Matters Private?


June 2009

6/25/2009 Huh?
6/19/2009 Promises Made to be Broken
6/12/2009 Do I Need a Trust?
6/5/2009 Family Business Dilemma


May 2009

5/28/2009 Decision Maker Diversity
5/21/2009 I Love my Son (Daughter) in-Law, but…
5/14/2009 Media’s Dark Cloud
5/7/2009 How US Corporate Tax Policy Hurts American Competitiveness and Jobs


April 2009

4/30/2009 House and Senate Agree on Estate Tax Reform
4/23/2009 How To Maximize the Inheritance
4/16/2009 Wealth Redistribution & Taxes
4/9/2009 Did the Mutual Fund Managers Let Us Down?
4/2/2009 Balancing Your Trusts


March 2009

3/26/2009 Opportunities in a Down Market
3/19/2009 Conditional Inheritance?
3/12/2009 Large Corporations vs Small Businesses
3/5/2009 What Happens to the Contents of Your Safe Deposit Box?


February 2009

2/26/2009 Co-Signing Loans for Children and Grandchildren
2/19/2009 Hersch Co-Authors National Estate Planning Strategy Book
2/12/2009 Change to Your Estate Plan Necessary When You Become a Florida Resident
2/5/2009 It’s Not the Money or Property They Fight Over


January 2009

1/29/2009 TARP II and Aggregator Banks – Bad Idea?
1/22/2009 Be Glad You Live Here
1/15/2009 Bill Proposed to Limit Valuation Discounts on Transfers
1/8/2009 Required Minimum Distribution Suspension
1/1/2009 Confidence & Clarity


October 2008

10/30/2008 Now More than Ever
10/15/2008 Should You Bail Out the Kids?
10/10/2008 The Trouble with "Pay on Death" & "Joint with Rights of Survivorship" Accounts


August 2008

8/6/2008 Durable Powers of Attorney