Archives
- 2013.05.16: Observations on doing Lars's tax return (3 of probably 4); the self-employment tax, Social Security, and Medicare.
- 2013.05.09: Observations on doing Lars's tax return (2 of maybe 4); retirement plan investing.
- 2013.05.02: Observations on doing Lars's tax return (1 of maybe 4); why would anyone have bonds now?
- 2013.04.25: The dangers of joint accounts (3 of 3): who's the owner?
- 2013.04.18: The dangers of joint accounts (2 of 3), and in this case, Durable Powers of Attorney.
- 2013.04.11: The dangers of joint accounts (1 of 3).
- 2013.04.04: The investment bet (second year, first quarter).
- 2013.03.28: Are Wills made during marriage binding on the surviving spouse (cont'd)?
- 2013.03.21: Are Wills made during marriage binding on the surviving spouse?
- 2013.03.14: Reflections on the tax law changes: gifts are still good.
- 2013.03.07: Reflections on the tax law changes: moving is a late-game option.
- 2013.02.28: Reflections on the tax law changes: income taxes favor investment.
- 2013.02.21: Reflections on the tax law changes: bypass trusts still useful.
- 2013.02.14: Reflections on the tax law changes: state estate taxes more important.
- 2013.02.07: Premarital Agreements (cont'd): Ken gambles early and Donna late; who wins?
- 2013.01.31: Premarital Agreements (cont'd): Ken gambles early and Donna late; who wins?
- 2013.01.24: Premarital Agreements (cont'd): Ken gambles early and Donna late; who wins?
- 2013.01.17: Premarital Agreements: Ken gambles early and Donna late; who wins?
- 2013.01.10: The investment bet: predictions for 2013.
- 2013.01.03: The investment bet: year one.
- 2012.12.27: What's up with Congress?
- 2012.12.20: A flurry of gifts, but not heavy snowfall.
- 2012.12.13: A flurry of year-end gifts (cont'd).
- 2012.12.06: A flurry of year-end gifts.
- 2012.11.29: Asset protection for Bernie (cont'd), and self-settled asset protection trusts.
- 2012.11.22: Asset protection for Bernie (cont'd), and separate property.
- 2012.11.15: Asset protection for Bernie (cont'd), and transfers to children and charity.
- 2012.11.08: Asset protection for Bernie (cont'd), and certain assets specially treated.
- 2012.11.01: Asset protection for Bernie (cont'd), and the use of entities.
- 2012.10.25: Asset protection for Bernie (cont'd), and the fraudulent conveyance rule.
- 2012.10.18: The investment bet: third quarter.
- 2012.10.11: Asset protection for Bernie (III of ??), and how insurance fits in.
- 2012.10.04: Asset protection for Bernie (II of ??), and the attorney-client privilege.
- 2012.09.27: Asset protection for Bernie (I of ??).
- 2012.09.20: The unlimited marital deduction and QTIP trusts.
- 2012.09.13: What's the big deal about family partnerships and family LLCs?
- 2012.09.06: Taking advantage of the $5 million gift tax exemption (IV of IV): Nils's surprising decision.
- 2012.08.30: Defined value gifts: advantages of giving specific amounts (II of II).
- 2012.08.23: Defined value gifts: advantages of giving specific amounts (I of II).
- 2012.08.16: Taking advantage of the $5 million gift tax exemption (III of IV).
- 2012.08.09: Taking advantage of the $5 million gift tax exemption (II of IV).
- 2012.08.02: Taking advantage of the $5 million gift tax exemption (I of IV).
- 2012.07.26: The investment bet: second quarter.
- 2012.07.19: Lars's apologies (III of III).
- 2012.07.12: Lars's apologies (II of III).
- 2012.07.05: Lars's apologies (I of III).
- 2012.06.28: Lars's estate planning letter to Kyra.
- 2012.06.21: Lars & Kyra's Living Trust: other estate planning documents.
- 2012.06.14: Lars & Kyra's Living Trust: who should be successor Trustee?
- 2012.06.07: Lars & Kyra's Living Trust: put the children's inheritance in trust?
- 2012.05.31: Lars & Kyra's Living Trust: leave something to charity?
- 2012.05.24: Lars & Kyra do their own Living Trust: how to provide for the surviving spouse?
- 2012.05.17: Lars talks with Walter.
- 2012.05.10: New Washington law (Part II): tell the kids what's in the trust?
- 2012.05.03: New Washington trust law: tell the kids there's a trust?
- 2012.04.26: Continuing to work: a twofer?
- 2012.04.19: The investment bet: first quarter.
- 2012.04.12: Why the slow response? Lars's theories.
- 2012.04.05: Lars's clients: a slow response to the benefit of gifts.
- 2012.03.29: Who are these people making large gifts (Part III)?
- 2012.03.22: Who are these people making large gifts (Part II)?
- 2012.03.15: Who are these people making large gifts?
- 2012.03.08: 2012: a good year for giving (Part IV).
- 2012.03.01: 2012: a good year for giving (Part III).
- 2012.02.23: 2012: a good year for giving (Part II).
- 2012.02.16: 2012: a good year for giving.
- 2012.02.09: Trustee investing: lucky isn't good enough.
- 2012.02.02: Nils and Lars make a bet.
- 2012.01.26: Revocable Living Trusts 401: the trustee.
- 2012.01.19: Revocable Living Trusts 301: powers of trustee.
- 2012.01.12: Revocable Living Trusts 201: disposition at death.
- 2012.01.05: Revocable Living Trusts 101: parties and nature.
- 2011.12.29: Is investing like gambling?
- 2011.12.22: Musings on gambling.
- 2011.12.15: A sort-of answer.
- 2011.12.08: One good suggestion, one not.
- 2011.12.01: Nils buys dinner.
- 2011.11.24: One Thanksgiving at Sal's, one at the beach.
- 2011.11.17: Coming from a different direction.
- 2011.11.10: Estate of Lint: women & men...
- 2011.11.03: Uncle Nils's premarital agreement (cont'd)
- 2011.10.27: Marriage of Dewberry: don't do your prenup this way.
- 2011.10.20: It doesn't hurt that Lars has a rich and childless Uncle Nils.
- 2011.10.13: Francom v. Costco: how to sink a family.
- 2011.10.06: Phrases: things fall apart.
- 2011.09.29: Endicott v. Saul: other people want your beach.
- 2011.09.22: Lars is losing interest in sports (but loves the beach).
