• Joint Accounts: Who Gets the Account Upon Your Death?  An account that is titled in your name and that of your child “with right of survivorship” passes to your child upon your death “by operation of law.” That is, your Will does not control the disposition of this account. When an account is titled in…
    By: Farrell Fritz, P.C.
  • Insight on Estate Planning – August/September 2017  In This Issue: – An uncertain tax climate: An estate tax repeal might result in negative tax consequences for some families;  A 529 plan can benefit your estate plan;  Would a spendthrift trust help achieve your estate planning goals? – Estate planning pitfall – you die without having drafted a will.
  • Return to Windsor: A Novel Tax Code Correction Here’s the next chapter in the saga known as Edith Schlain Windsor v. The United States of America. (For a quick recap, please read Tax & Estate Planning – Small Win for Same Sex Couples?). Two representatives of the state of Massachusetts, Senator…
  • An Overview of Private Charitable Foundations A private foundation is a powerful tool for charitable giving. It is means of advancing your individual, family, or corporate mission and legacy through supporting those causes which you value the most….
  • 5 Tips On How To Avoid Your Own Wells Fargo Moment If you need a reason to get your ducks in a row with the handling of electronic information, here’s your wake-up call.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.