ESTATE AND TAX PLANNING BLOG

INSIGHTS ON ESTATE AND TAX PLANNING DEVELOPMENTS

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ESTATE AND TAX PLANNING BLOG

PLANNING CONCEPTS

For information on estate planning concepts, click on the links below.

Why do you need a Will?

What is a Living (Revocable) Trust?

What is a Retirement Benefits Trust?

 

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ABOUT THE AUTHOR

ss1Steve Schermer is an attorney at Breier, Seif, Silverman & Schermer, P.A., an AV rated (the highest rating for legal skill and ethics granted by Martindale Hubblell) law firm.  Steve has considerable experience in designing, implementing and administering estate plans for clients ranging from those without taxable estates to sophisticated estate tax reduction strategies for ultra affluent clients.  See Steve's complete profile.

Recent Posts

  • GRANTOR TRUSTS
  • WHEN 1+1 = 3; THE PROPOSED TREASURY REGULATIONS UNDER IRC 2704
  • RETIREMENT BENEFITS TRUSTS
  • WELCOME TO MY BLOG!
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