All posts by Marc Soss »
Estate Planning for Same Sex Couples
Over the years, estate planning attorneys have drafted documents for same sex couples (legally married, civil union, or domestic partnership) without knowledge of whether the couple’s relationship would ever receive federal recognition. Only couples
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Proper Use of a Qualified Disability Trusts Can Provide Income Tax Savings Opportunities
The use of a “Special Needs Trust” (“Trust”) has become an important component in planning for a special needs individual and enabling them gain eligibility for government benefits (Medicaid, Supplemental Security Income (SSI), or
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HOW A PERSONAL REPRESENTATIVE MUST DEAL WITH FEDERAL TAX ISSUES
It can be either a blessing or a curse to be appointed as the Personal Representative of an estate or Trustee of a trust (collectively a “Fiduciary”). One of the most over looked aspects
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The Importance of Discussing Your Estate Plan
Many individuals resist planning (creating a Will or Trust) for the eventual disposal of their financial assets (home, stocks, bonds, etc.) upon their death. Individuals that fail to plan will have their assets administered
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