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These posts include topics related to estate planning, such as financial planning, planning for others, and scenarios that have occurred in estates of the rich and famous.

A Poor Bet & My Top 10 Packers of All Time


I am a terrible gambler, but not because I have any kind of addiction or obsession.  Instead, I’m pretty bad at it because I am quite risk averse and because I lose at least 75% of the time.  I have even tried the George Costanza-esque strategy of betting against myself, and of course those were…

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The Elizabeth Edwards Estate: Will John Truly Be Disinherited?


Making the rounds in the news lately is the fact that Elizabeth Edwards, who passed away this past December 7, has seemingly disinherited former Presidential candidate and husband John Edwards by not including him in her will.  Inside Edition has released the will, signed six days before Ms. Edwards’ death.  Read more...

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In Appreciation – December 2010


At the end of each month, I try to express my thanks to those who have helped towards the development of this blog and/or my estate planning law practice.  As I have many people to thank for their graciousness in this fifth month, let’s just dive right in.  This month, I give my gratitude to:…

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Looking Gift Taxes In the Mouth: Upcoming Rules for 2011


‘Tis still the season of giving.  Thanks to a $5 million lifetime gift exemption starting in January, most of your gifts will have very little impact, if any, on your estate plan.  However, today we will discuss why you perhaps should not ignore gift tax issues just yet. Let’s take a look at some of…

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Obama Signs New Tax Law: How It Affects You


The House and Senate have passed the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, also known as the 2010 Tax Relief Act, and President Obama signed the bill today.  Let’s take a brief first look at how the new law will affect all of us.  Read more...

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5 Estate Planning Ideas for Cliff Lee (& Other Pro Athletes)


I am a life-long Phillies fan.  Imagine my pure delight when I heard that on Monday, elite pitcher Cliff Lee signed a 5-year, $120 million deal (plus a potential 6th if he reaches certain goals) with my phavorite team to help shepherd in a new era of excellence.  For more information, type “Cliff Lee” into…

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Senate Tax Bill Introduced: Impact on Estate Taxes and Revenues


Yesterday, Senate Majority Leader Harry Reid introduced the first Congressional bill that reflects the Obama-Republican compromises on estate taxes from earlier this week. Hani Sarji at has closely monitored the estate tax debate all week and provided an excellent summary of Reid’s bill early this morning.  Here, I summarize his summary by briefly explaining…

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All A-Twitter about NAPFA & “Fee-Only” Financial Planning


Here is my message today:  A Chicago-based CFP retweeted one of my posts earlier this week.  This compliment was made even stronger when I found that he is in NAPFA. The rest of this post explains what the heck I’m talking about. Twitter According to, Twitter is presently the 10th most popular website on…

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In Appreciation — November 2010


This is the end of my fourth month of blogging.  At the end of each month, I try to give thanks to those who have given me great support or even a boost as I try to develop my practice. For Thanksgiving this year, my wife, two kids and I went to Philadelphia to see…

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Estate Planning Movie Review: Harry Potter and the Deathly Hallows, Part I


As we all know, many films do not take the time to peruse the estate planning effects caused by its characters and events.  I found that “Harry Potter and the Deathly Hallows, Part I”, released Friday, was a fine exception.  In fact, it was the earliest that a film introduced estate planning topics since “Death…

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