Alan Augulis
Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.
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Displaying Results 1 - 19 (of 19) for All Content
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Senior Entitlement Spending: Is it Sustainable?The talks continue in Washington D.C. with regard to the federal budget, and there is a contingent that is extremely passionate about reducing federal spending in just about every way possible.
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Estate Tax Changes Are Temporary; Debates Will ResumeWhen you are planning for the future you have to keep your finger on the pulse of ongoing change, and many times just when you get comfortable with one of these changes there is another one looming over the horizon.
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Giving While Receiving with Charitable Remainder UnitrustsMany people perceive of estate planning as another form of financial planning that involves the left-brain exercises of reacting to tax codes and positioning assets optimally
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Taking Action to Reduce Health Care CostsDepending on the extent of your resources your ability to pass along a substantial legacy to your loved ones can be significantly impacted by the health care expenses that you incur during the latter stages of your life.
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Medical Gift Giving & Your Estate PlanPeople talk about taxes a lot around April 15th, and of course politicians are always discussing the subject when election seasons roll around
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Do DIY Estate Planning Kits Work?The do-it-yourself craze has really taken off in the United States, and there are a number of reasons for this
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Reverse Mortgages Can Provide Cash InfusionWhen you are planning for your active retirement and the twilight years that lie beyond you have no choice but to make intelligent projections.
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Lesser Details of New Tax Act Come into FocusThe recent passing of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 profoundly impacts estate planning, and the headline news has been well documented
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What Are Probate Lawyers?Probate lawyers are lawyers who guide executors through the probate process when someone dies. "Probate" is the court process of having a Will's validity determined
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The Problem of Elder Financial AbuseEstate planning attorneys for the most part engage in every aspect of elder law, and one of the issues that is raising a lot of eyebrows is that of elder financial abuse.
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2011 Brings Estate Tax Relief with ItThere was a lot of hand wringing going on in estate planning circles during the 2010 calendar year with regard to the estate tax in 2011
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What is a Qualified Domestic Trust (QDOT)?U.S. laws allow unlimited transfer of property between spouses at death. But, this type of benefit is available only if the surviving spouse is a U.S. citizen.
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The Ultimate Tax-Free Gift: EducationWhen you are inventorying your assets and evaluating the overall value of your estate you may find that it exceeds the estate tax exclusion.
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Beware of Do-It-Yourself WillsThese days you can get "kits" that help you do all sorts of things, and in some cases you can come away with something really useful when you follow the instructions and use the materials that you get with the kit.
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Frequently Used Estate Planning AcronymsEvery profession has its jargon, and to simplify communication frequently used multi-word phrases are often shortened by using initials in place of the strings of words.
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Gift Giving StrategiesAfter spending a lifetime working hard to grow your assets you find that when it comes to your legacy, too much success can become a liability.
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Gift Giving StrategiesAfter spending a lifetime working hard to grow your assets you find that when it comes to your legacy, too much success can become a liability.
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What is a Qualified Domestic Trust (QDOT)?U.S. laws allow unlimited transfer of property between spouses at death. But, this type of benefit is available only if the surviving spouse is a U.S. citizen.
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Give Intelligently with an Owner Advised FundMany people who are planning their estate would like to make charitable giving a part of it, and a sizable percentage of them would like to do so on an ongoing basis.