Planting & Cultivating Your Charitable Planning

May 2019

Spring is finally here and the weather is getting warmer – time for spring clean-up and planting season! It seems that planting a flower garden involves certain steps that are analogous to charitable planning. First, you gather the best soil. After that, you should probably scout the right location, decide on your flowers, and then… Read more >

IRS Confirms No Clawback for Lifetime Exemption Gifts

April 2019

Are you taking advantage of the increased gift and estate tax exclusions? If not, it might be a good idea to take a look at using the higher exemption that is in place today.  The 2017 Tax Cuts and Jobs Act, in essence, doubled the lifetime exemption for estate and gift taxes. For example, the… Read more >

Aircraft Succession Issues

March 2019

The Unique Challenges of Aircraft in Estate Planning FMJ’s Transportation & Logistics practice group has helped hundreds of clients purchase aircraft and structure their ownership and use to comply with regulatory requirements and take the best advantage of tax laws. Similarly, FMJ’s Trusts & Estates practice group has assisted thousands of clients in the sensible… Read more >

My Spouse Needs Nursing Home Care – What Do We Do?

March 2019

When I am asked about nursing home care for married people, one of the questions that almost always comes up is this: “Do we have to get divorced?” Or, in a similar vein: “Should we get divorced?” There is a misconception about long-term care that has been around for a long time, which is that… Read more >