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Have You Signed Medical Directives?

Click here to download the "June 2005: Have You Signed Medical Directives?" newsletter.

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Understanding the By-Pass Trust

Understanding the By-Pass TrustClick here to download the "Late Summer 2004: Understanding the By-Pass Trust" newsletter

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Late Fall 2003 - Selecting a Financial Planner

Late Fall 2003 - Selecting a Financial PlannerClick here to download the Late Fall 2003 - Selecting a Financial Planner newsletter.

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Selecting the Right Executors and Trustees

 

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Estate Planning Potpourri

 

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The Obermayer Advisor Estate Planning – Fall/Winter 2001

 

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The Obermayer Advisor - Summer 2001 Estate Planning Powers of Attorney

Powers of Attorney A general Durable Power of Attorney can be an important part of one’s estate plan. Pennsylvania and New Jersey, like all other states, specifically empower us to delegate important powers to an individual or an institution. Typically, the authorization is in the form of a written document known as the Power of Attorney b...

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The Obermayer Advisor, Estate Planning, Summer 2001

Estate Tax Reform - Fact or Fiction? The long-awaited tax reform package was signed into law on June 7, 2001. Despite the optimistic reports of tax simplification and repeal of the estate tax, the legislation provides neither simplification nor the certainty of repeal. This is a synopsis of what the 2001 Tax Act does (and does not) accomplish: ...

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Estate Planning - Trusts 101


 

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