Robert P. Newman, Esq.Jan 24, 20183 minHow to Share Family History and Heirlooms with Your Estate PlanThe best time to share your family history with loved ones is right now, before the memories are forgotten. Any time your loved are...
Robert P. Newman, Esq.Jan 17, 20183 minOrganizing for Tax (and Estate Planning) SeasonIt is the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you...
Robert P. Newman, Esq.Jan 12, 20183 minHigh Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate PlanIf you are enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into...
Robert P. Newman, Esq.Jan 10, 20184 minHOW TAX REFORM WILL IMPACT YOU AND YOUR ESTATE PLANNINGIn December 2017, Congress passed, and the President signed a sweeping tax reform bill commonly known as the "Tax Cuts and Jobs Act"....
Robert P. Newman, Esq.Jan 4, 20183 minWhat to Expect from Estate Planning in 20182017 is fading into the rearview mirror. As we all look ahead to 2018, let us consider a few things to watch regarding estate planning,...
Robert P. Newman, Esq.Dec 15, 20171 minThree Reasons Why Giving Your House to Your Children Isn't the Best Way to Protect It From Medicaid#estateplanning #house #medicaid #children
Robert P. Newman, Esq.Dec 13, 20173 minPASSING ON MORE THAN JUST WEALTHWHO WILL INHERIT YOUR FINANCIAL WISDOM? Many people who inherit wealth or small businesses are at significant risk for essentially...
Robert P. Newman, Esq.Dec 7, 20174 minProposed Federal Estate & Gift Tax Reform – What You Need To Know NowThe U.S. House of Representatives and the U.S. Senate have now passed separate versions of the "Tax Cuts and Jobs Act." The proposals...
Robert P. Newman, Esq.Nov 8, 20173 minStrategic Estate Planning In Uncertain TimesIt has been a year since the historic election of 2016 and quite frankly, regardless of political ideology, almost every week has...
Robert P. Newman, Esq.Oct 11, 20173 minEND THE YEAR ON A HIGH NOTE WITH UP-TO-DATE TRUST-BASED ESTATE PLANNINGEND THE YEAR ON A HIGH NOTE WITH UP-TO-DATE TRUST-BASED ESTATE PLANNING: (Finally) Finishing Your Tax Returns Is NOT the Final Step You...