Attorney & Counselor at Law
ROBERT M PHILLIPS
ARTICLES OF INTEREST
Restrictive Interest Agreement (Buy-Sell Agreements). One estate-planning tool that can protect your family and your partners is a buy-sell agreement. This legal document gives owners the first shot ... [read more]
How Long Should Tax Records Be Retained? The length of time a document must be retained depends on the action, expense, or event the document records. Generally, records that support ... [read more]
Things You Should Know About Long Term Care. Long Term Care Insurance is on a lot of people's minds. Why? Well, for example, in 2005, for every 100 middle aged individuals, there are ... [read more]
Marital Agreements (Prenuptial & Postnuptial). A Marital Agreement is a contract made before or after marriage between two parties for the purpose of settling in advance certain rights of either or both of the parties. ... [read more]
"Trust Me" - Everything You Really Need to Know About Trusts. When I meet a new estate planning client for the first time and the discussion gets around to trusts, I often find clients falling into one of two categories: There are those who ... [read more]
Current Economic Environment Provides Opportunities for Gifting.
The expression "when life gives you lemons, make lemonade" has particular meaning to an estate planner when considered in the context of today's depressed markets and the general world-wide economic malaise. In fact, the current economic environment provides many estate planning "silver linings" that savvy families are ... [read more]
The expression "when life gives you lemons, make lemonade" has particular meaning to an estate planner when considered in the context of today's depressed markets and the general world-wide economic malaise. In fact, the current economic environment provides many estate planning "silver linings" that savvy families are ... [read more]
Ten Tips Regarding Health Insurance and Retirement. Plan ahead for your retirement health insurance needs. Americans are eligible for Medicare at age 65, so take this into consideration if ... [read more]
Federal Estate & Generation Skipping Taxes Have Been "Repealed"
…but there are some important points you need to know! ... [read more]
…but there are some important points you need to know! ... [read more]
Estate Tax: What do we do now? At the time I started putting this article together, everyone (and I do mean everyone in the United States of America) expected Congress would "fix" the 2001 federal estate tax laws ... [read more]