By Patricia Donlevy-Rosen Archives
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By Patricia Donlevy-Rosen

SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR

SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR

2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 3 • September 2020 TIME IS OF THE ESSENCE – TAKE ADVANTAGE NOW INTRODUCTION As you know, the Trump tax cuts (2017 Tax Cuts and Jobs Act) created unprecedented opportunities for individuals and families to transfer their legacies in a tax-efficient manner. These cuts […]

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HOW TO SELECT AN ASSET PROTECTION ATTORNEY

HOW TO SELECT AN ASSET PROTECTION ATTORNEY

14 questions to ask your prospective lawyer about asset protection.

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UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS

UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS

2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 2 • July / August 2020 INTRODUCTION. Parents and other relatives often establish financial accounts for minor children as a means of making a “controllable” gift to a minor. This is accomplished by establishing a custodial account at a financial institution for the benefit […]

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CAN YOU BE LIABLE FOR YOUR TEENAGER’S ACTS? YES YOU CAN BE!

CAN YOU BE LIABLE FOR YOUR TEENAGER’S ACTS? YES YOU CAN BE!

“A liability nightmare scenario can result where one parent signs the teen’s license application and the teen drives a car owned by the other parent (or a car jointly owned by both parents).”

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