Rosanne’s articles on estate planning can be found each month in the Southern Exposure, Seabreeze Publications
Here are links to previous issues:
Southern Exposure, July 2012: Estate Planning for Parents
Welcome summer! Many parents have put significant time into planning summer activities. Read more.
Southern Exposure, June 2012: Estate Planning After A Divorce
You have just gotten divorced. Whether congratulations or condolences are in order, there is one very important aspect is this change in legal status that many do not consider: the effect on their estate plans. Read more.
Southern Exposure, May 2012: Gifting Part III: Charitable Planning
Most people make charitable gifts for altruistic reasons. And appropriately so; many worthy organizations exist that fight diseases, promote children’s education, seek to end world hunger, to name a few. Read more.
Southern Exposure, April 2012: Gifting Part II: What A Deal!
In late 22010, Congress gave taxpayers a bonus and increased the lifetime gift tax exemption to $5 million. Read more.
Southern Exposure, February 2012: It’s A Bird, It’s A Plane 1/4 It’s Your New ‘Super’ Power Of Attorney
Super Congress, Super Hero movies. The word for 2011 was “Super.” Read more.
Southern Exposure, February 2012: First Five: An Introduction To Estate Planning
What is a revocable trust?
If I have a revocable trust, do I need a will?
Does a revocable trust save taxes?
Is a livingwill different?
Do I need a revocable trust?