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Home » Archives for Stephen Hartnett

Stephen Hartnett

What Estate of Marion Levine Means for Life Insurance

April 28, 2022 by Stephen Hartnett

Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the estate on the death of the insured, or simply as income replacement on the death of the insured. Understanding the impact of life insurance on an estate plan has become critically important. A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients. Read on to learn more.  … [Read more...] about What Estate of Marion Levine Means for Life Insurance

Filed Under: Estate Planning, Legal Education

Estate Planning – Something You Shouldn’t Do Yourself

April 26, 2022 by Stephen Hartnett

It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can avoid many of the issues that arise with a Will. In fact, the opposite may be true. By handwriting your Will or preparing a do-it-yourself plan, you may be creating more issues for your family. Read on to learn more. … [Read more...] about Estate Planning – Something You Shouldn’t Do Yourself

Filed Under: Legal Education, Estate Planning, consumer

The Evolution of our Unified Estate and Gift Tax System

February 24, 2022 by Stephen Hartnett

Many individuals think that if their estate is below a certain amount that they need not be concerned with Estate Planning.  As this article demonstrates, because the Estate Tax evolves constantly, it’s important to talk with a professional to create a plan to accomplish your goals.  Read on to learn more. … [Read more...] about The Evolution of our Unified Estate and Gift Tax System

Filed Under: Estate Planning, Legal Education

The Intersection of Legacy Contacts and Estate Planning

February 17, 2022 by Stephen Hartnett

As more and more individuals get comfortable in the digital world, Estate Planning has changed to address the collection and transfer of digital assets.  The widespread use of a legacy contact allows owners of digital content to determine what will happen with it after they die.  Read on to learn more. … [Read more...] about The Intersection of Legacy Contacts and Estate Planning

Filed Under: Estate Planning, Legal Education, technology

2021 Estate Planning Survey Yields Interesting Results

April 16, 2021 by Stephen Hartnett

estate planning modern family

The popular website Caring.com conduct surveys every year to measure the estate planning preparedness of American adults. They have recently released their 2021 version, and there is a surprising shift among people in a certain age group. COVID Wake-Up Call In the United States, the average life expectancy is about 78 years, so many people think of estate planning as something that it is only relevant for senior citizens. On one level, this attitude is understandable, but we all know that … [Read more...] about 2021 Estate Planning Survey Yields Interesting Results

Filed Under: Estate Planning Tagged With: Intestacy, estate planning preparedness, wills and trusts

Biden Would Like to Reform Social Security

April 9, 2021 by Stephen Hartnett

Social Security reform

According to the Social Security Administration (SSA), between 10,000 and 15,000 applications for benefits are being received every day, and this volume has been consistent for years. There is no end in sight, because the baby boomers are reaching retirement age. Clearly, there is a lot of interest in the ongoing solvency of the Social Security program, and the person in the Oval Office is certainly concerned. President Biden has proposed some changes, and we will look at the details … [Read more...] about Biden Would Like to Reform Social Security

Filed Under: Retirement Planning Tagged With: retirement planning, Social Security reform

Dynasty Trusts

March 26, 2021 by Stephen Hartnett

What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read on to learn more. … [Read more...] about Dynasty Trusts

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Estate Tax, Dynasty Trust, GST exemption

Joint Tenancy Problems in Estate Planning

March 19, 2021 by Stephen Hartnett

Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected drawbacks. Read on to learn more. … [Read more...] about Joint Tenancy Problems in Estate Planning

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, joint tneancy

Biden Administration Could Reduce Estate Tax Exclusion

March 12, 2021 by Stephen Hartnett

Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more. … [Read more...] about Biden Administration Could Reduce Estate Tax Exclusion

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, applicable exclusion

Tax Planning for 2021

February 19, 2021 by Stephen Hartnett

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may bring your way. Read on to learn more. … [Read more...] about Tax Planning for 2021

Filed Under: Estate Planning, Financial Planning Tagged With: income tax planning, donor-advised fund, estate tax planning

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