SLAT: Take Advantage of Tax Exemption Strategy What’s SLAT? SLAT stands for Spousal Lifetime Access Trust. It is an irrevocable trust that one spouse...
Year: 2023
Sussan, Greenwald & Wesler >
Year: 2023
Sussan, Greenwald & Wesler >
December Celebrates National Special Education Day
December Celebrates National Special Education Day December marks the anniversary of the Individuals with Disabilities Education Act (IDEA) which was signed...
WHAT HAPPENS IF MY SPOUSE AND I DIE AT THE SAME TIME?
WHAT HAPPENS IF MY SPOUSE AND I DIE AT THE SAME TIME? The Parade of Horribles There’s an overarching principle taught to law school students. It’s...
STRESS—WHAT’S IT DOING TO YOUR CHILD & HOW TO DEAL WITH IT
STRESS—WHAT’S IT DOING TO YOUR CHILD & HOW TO DEAL WITH IT Students today are under more stress than ever. The statistics are compelling and it’s up to us...
I’M SINGLE & CHILDLESS. DO I STILL NEED A WILL?
I’M SINGLE & CHILDLESS. DO I STILL NEED A WILL? What happens if I don’t have a will? If you haven’t set forth your final wishes in a legally...
PROTECTING YOUR KIDS ONLINE
PROTECTING YOUR KIDS ONLINE How are children harmed on social media? Everyone’s on social media these days, including elementary school...
Using an Intentionally Defective Grantor Trust
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
September is National Yoga Month
September is National Yoga Month Back in the 1960s, yoga was associated with flower power, pot smoking, and the hippie lifestyle. It was seen as...
ESTATE PLANNING: BE ALERT!
ESTATE PLANNING: BE ALERT! It’s been a long time since Bob Dylan sang, Oh the times, they are a changin’. One thing’s for sure, though: change is...
Back to School Preparedness
PREP TALK FOR PARENTS Back to School Preparedness Summer days are waning and it’s time to turn your attention to back-to-school tasks. For those...
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Latest Blog Posts
Tax Proposals Affecting Wealth Transfer: Things to Consider in Your 2025 Estate Plan
The Trump Administration Has Proposed a Couple of Significant Shifts in the Estate Planning Landscape: A Potential Repeal of the Federal Estate Tax. The current estate tax exemption is $13.99 million per person and is scheduled to decrease to approximately $7 million...
Do I Need a Pet Trust?
Do you think of your pet as a family member? If the answer is yes, it’s imperative that you create not just a pet trust but a rock-solid pet trust that precisely covers every detail required to plan for the care of your pet when you are no longer able to. Simply put,...
What are the Five Components of Estate Planning?
A complete and up-to-date estate plan is something that every adult should have. The benefits of well-done estate planning are enormous - not only peace of mind, but also organization for your thoughts and decisions about your financial life. But too many people put...
March is National Disabilities Awareness Month
Why We Celebrate People with disabilities were once relegated to the classroom at the end of the hallway or dumped into institutions where they stagnated, their unique skills and abilities unrecognized and undeveloped. President John F. Kennedy in the 1960’s brought...
What Age Should I Start Creating an Estate Plan?
A big part of being an adult is anticipating and preparing for your own future, even when that means thinking many decades ahead. Given this fact, every legal adult should have an estate plan. Even if you don’t yet have much in the way of assets or financial...