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Living Trusts

Does life insurance need to be included in my trust?

Many questions related to life insurance arise when I meet with clients to talk about their estate plan.  For many people, the life insurance policy is a significant portion of their total estate. However, the proceeds from a life insurance policy are not normally included in the basic will or trust estate plan.  A life […]

WILL THE US GOVERNMENT REALLY KILL THE DEATH TAX? [ESTATE TAX]

The “death tax” is a cynical name for the estate tax paid when a wealthy person dies. Under current law, the tax does not kick in until a person kicks off, and even then, only if a person leaves more than $5.25 million behind. But when it does take effect, it is large: 40%. So, […]

Retirement-plan

ESTATE PLANNING: IS YOUR OFFICE BUILDING YOUR RETIREMENT PLAN? IS IT OWNED BY YOUR LIVING TRUST?

In Estate Planning, we look at several things. One thing we ask is “Is your office building or your warehouse your retirement plan?” There is quite a risk there. I have several clients and over the years I have talked to them about this alternative. People are thinking that they have a lot of value […]

KFNX RADIO SHOW WITH CLINT W. SMITH, J.D. | APRIL 8, 2014 | ESTATE PLANNING

What’s important to know about Estate Planning? Clint W. Smith explains it on the KFNX Radio Show. (22 minutes)

Capacity

HOW DOES YOUR MENTAL CAPACITY AFFECT YOUR ESTATE PLAN?

  What exactly is capacity and how does it impact an estate plan? There is a case going on in the courts in New Hampshire where a 94-year-old women had an estate worth 1.8 million  dollars. She left most of that estate to a police officer from the little town that she lived in. There […]

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ESTATE PLANNING – NEW BOOK CAN BRING PEACE OF MIND

Most people spend more time planning their family vacation than they do planning their demise. I know that’s not a happy thing to think about, but the fact is, you need to plan for it. People who die without an estate plan wreak lots of havoc in the lives of their loved ones. Too often […]

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GANDOLFINI ESTATE: MISTAKE OR CHOICE?

James Gandolfini has made at least as many headlines lately, after his passing, as he did as the star of “The Sopranos.” But it’s not the kind of publicity most people care to have. These stories make public what should and could have been highly private, personal choices. It didn’t have to be this way. […]

LIVING TRUST IS LIKE A BOX

  I want, in this brief segment, to allay any concerns that you might have about the imposing name: Revocable Living Trust. A revocable living trust is not a complicated thing. It’s a very helpful estate planning tool and it’s the basis, the centerpiece, of what most of what I do as an estate planning […]

Estate Planning Living Trusts January 17, 2013

WHAT DID THE FISCAL CLIFF DEAL (JAN 2013) DO TO YOUR ESTATE PLAN?

As you may already know, in the first two days of 2013, Congress passed a tax compromise to avert the so called “fiscal cliff.” But what did it do for your estate plan? Federal Exemption Amount Some good things came of it. The federal estate tax exemption of $5.12 million per individual (indexed to inflation, […]

Estate Planning Living Trusts October 19, 2012

WHY DAVY JONES (OF THE MONKEES) SHOULD HAVE DONE SOME ESTATE PLANNING

  In case you didn’t get the memo, Davy Jones of the Monkees passed away last February. He had an estate. He had a will and it has been filed with the court. And an interesting thing has happened recently in that preceding in Florida: The daughter, who is asked to be the executor of […]

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