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Posts by category

  • Category: Retirement Planning
    • Application of the Updated Life Expectancy Tables
  • Category: disinherited beneficiary
    • What an In Terrerem Clause Can Do for You
  • Category: in terrorem clause
  • Category: no contest clause
  • Category: Trust
  • Category: Will
  • Category: Legal Education
    • Estate Planning – Something You Shouldn’t Do Yourself
    • The Evolution of our Unified Estate and Gift Tax System
    • Using Entities in Estate Planning
    • Changing “Irrevocable” Trusts Through Use of a Trust Protector
    • Neither Age Nor Health Determines Whether You Need an Estate Plan
    • Charitable Planning in Times of Crisis
    • Tax Reporting with Trusts
    • It’s Important to Have a Coordinated Estate Plan
    • Roth IRAs Can Be a Great Planning Strategy: Basics
    • Tax Proposals Could Alter Estate Planning Landscape
    • Beneficiary Designations and the SECURE Act: Prior Designations
    • Joint Tenancy Problems in Estate Planning
    • Updating Your Plan: Your Trust or Will
    • Biden Administration Could Reduce Estate Tax Exclusion
    • Updating Your Plan: Powers of Attorney
    • Estate Planning: It’s Not Just About the Estate Taxes
    • Tax Planning for 2021
    • Updating Your Plan: Beneficiary Designations
    • What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
    • Planning for Education Expenses
    • Income Tax Basis in Estate Planning
    • 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
    • Use Trust Protectors for Added Protection and Flexibility
    • Income Tax Basis
    • Consequences of Modifying an Irrevocable Trust
    • What is a GST Trust?
    • What are UGMA and UTMA Accounts?
    • Domestic Asset Protection Trusts
    • The Little Things May be the Most Important
    • Turning the Page on 2018 and Looking Forward to 2019
  • Category: GPOA
  • Category: Estate Planning
    • The Importance of Insuring Real Estate
    • It’s Better to Give, Especially This Year
    • What Is a HIPAA Release?
    • How Will You Obtain the Care You Need?
    • Tax Tips after New Year
  • Category: LPOA
  • Category: powers of appointment
  • Category: tax
    • How Estate Planning for a Family May Trap the Unwary Practitioner
  • Category: income tax
  • Category: Estate Planning
    • The Toll of Serving as Fiduciary
    • The Power in Powers of Appointment
    • Business Succession Planning May Be Easier than You Think
    • Application of the Transfer for Value Rule to the Sale of Life Insurance
    • What Estate of Marion Levine Means for Life Insurance
    • Let’s Talk about Trusts…and Taxation
    • Just When You Thought You Understood the 10-Year Rule, Think Again
    • Double Your Gifting with Spousal Gift-Splitting
    • The Intersection of Legacy Contacts and Estate Planning
    • State Income Taxation of Social Security Benefits
    • Practical Lessons in Drafting
    • The Sky Isn’t Falling
    • Tax Planning for 2022
    • It’s Better to Give Than to Receive
    • The Other Side of the Unauthorized Practice of Law
    • Estate Planning Reduces Stress During High Anxiety Times
    • Living in a Digital World and the Importance of Planning for Cryptocurrency
    • Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
    • How Estate Planning Documents Help Prevent Elder Abuse
    • How Using Specific Bequests Could Cost Beneficiaries their Inheritance
    • Donor Advised Funds: Too Good to Be True?
    • Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
    • Advantages of Using a “Grantor Trust” in Planning
    • Changing “Irrevocable” Trusts Through Decanting
    • Taxation of Nongrantor Trusts
    • Dangers of Do-It-Yourself Estate Planning
    • Trust Distribution Standards May Be Very Broad
    • Revocable Trusts Are Not Always Treated the Same as an Individual
    • Roth IRAs Can Be a Great Planning Strategy: Advanced
    • The Role of the Estate Planning Attorney
    • Use It Before It’s Gone
    • ABLE Accounts Complement Special Needs Trusts
    • CRT: Best Tool for Proposed Tax Changes?
    • Dynasty Trusts
    • Beneficiary Designations
    • Beneficiary Designations and the SECURE Act Basics
    • Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
    • Assignment and Nominee
    • Fair Isn’t Always Equal and Vice Versa
    • The Questions of Estate Planning, Part 4: Where
    • The Questions of Estate Planning, Part 3: When
    • The Questions of Estate Planning, Part 2
    • The Questions of Estate Planning, Part I: Who
    • Planning for the Unexpected
    • Planning for Special Needs Children
    • Make Your Own Plan
    • Planning for Step-Children
    • Disinheritance
    • Your Planning Can Help Your Loved Ones
    • The Importance of Communicating Your Plans
    • How Much is Too Much?
    • Many Reasons to Plan
    • Why Crowdfunding May Cost You Medicaid Eligibility
    • Clarity is Key to Planning
    • Kiddie Tax is Worse Than Ever
    • Staying Current on Estate Planning
    • New Tax Proposal re: Retirement Savings
    • Making Trusts More Flexible
    • Trust Protectors Add Flexibility
    • Modifying an Irrevocable Trust
    • When and Where You Die Matters
    • Planning is Critical
    • New Estate Tax Proposal
    • ABLE Accounts
    • What Are 529 Plans and What Are Their Advantages?
    • State Income Taxation
    • State Income Taxation of Nongrantor Trusts
    • New Tax Proposals
    • Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
    • Selecting an Agent under a Power of Attorney
    • Grantor Trusts Provide Flexibility and Ease
    • QDRO: Not Just for Divorce Anymore
    • How Are Trusts Taxed?
    • Proposed Regulations Address “Clawback” Issue
    • Giving Back
    • Estate Planning is About More Than Taxes
    • Special Accounts for People with Special Needs
    • Estate Planning is for You, Not Just Your Parents or Grandparents
    • You Never Know: Planning for the Unexpected
    • Incapacity Planning
  • Category: business succession planning
  • Category: technology
  • Category: consumer protection
    • What Everyone Should Know about the New FDIC Regulations
  • Category: consumer
  • Category: Attorney
  • Category: Business succession

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Testimonials

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Michael and his team work very closely with you to help build a strategy for you regarding estate planning. They do not overdo it. They work hard to be certain their suggestions/recommendations fit your needs. Michael asks great questions, listens well and delivers on his commitments. I was very appreciative and hugely satisfied.

Anonymous Client Review September 8, 2020

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Personal, professional service and follow up. Did what he said he would do at the agreed price.

Paul Client Review September 8, 2020

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Michael has a comprehensive knowledge of estate palnning needs and trust issues. I trust his guidance and counsel completely.

Jim Client Review September 8, 2020

Willoughby Office

WILLOUGHBY
38027 Euclid Avenue
Willoughby, OH 44094
Phone: (440) 951-1525
Fax: (440) 951-1807

Beachwood Office

BEACHWOOD
25550 Chagrin Boulevard, Suite 100
Beachwood, Ohio 44122
Phone: (216) 472-1500
Fax: (216) 593-0914

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Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

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