Posts Categorized: Advanced Planning

Tax Planning Can Be A Complex Endeavor

Jul 17, 2012 / By: Mark S. Eghrari, Estate Planning Attorney

Category: Advanced Planning, Estate Plans, Estate Taxes

Complex matters require focused professional expertise. If you can imagine what a legal library looks like there are walls upon walls of books covering every different legal specialty. Because of the vast amount of information...

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Your Estate Is Actually Multiple Estates

Nov 23, 2011 / By: Mark S. Eghrari, Estate Planning Attorney

Category: Advanced Planning, Estate Plans, Estate Taxes, Financial Planning, Wills and Trusts

Estate planning has many components that go beyond simply creating a Will. After death, your assets are categorized and assessed in a number of different ways, and it is important to work with a competent...

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Are You Ready?

Feb 19, 2011 / By: Mark S. Eghrari, Estate Planning Attorney

Category: Advanced Planning, Estate Plans, Final Arrangements, Wills and Trusts

Recently a new client scheduled an appointment to create an estate plan.  When we sat down with him, the first thing he said was, “The other night I couldn’t sleep, and I thought, ‘What if...

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Do You Need Advanced Estate Planning?

Jul 7, 2010 / By: Mark S. Eghrari, Estate Planning Attorney

Category: Advanced Planning

When you begin to put your estate affairs in order, you will likely start with a basic plan that protects your assets in case of death or disability. Some estates, however, require advanced estate planning...

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