Ronald J.
Cappuccio, J.D., LL.M.(Tax)
As an experienced
Estate and Tax Lawyer, I
perform the estate tax planning necessary to lower estate tax,
gift tax, and state inheritance taxes. In addition, I enjoy
counseling and advising clients to help achieve what they
want in their estate and lifetime planning. Why
should anyone other than your spouse, life partner, or the one
you choose make the decisions about your illness, hospital
visits, your funeral and what happens to your
estate?
The articles in this
site will help you understand the various estate planning
documents to protect you and your loved ones. The use of
revocable and irrevocable trusts, living trusts, dynasty
trusts and QTIP, QPRT and GRAT and other tax oriented plans
are also explained.
Information
Gathering
Gathering the information to help you plan your estate
takes some work on your part. Here is my preliminary
questionnaire to help you identify the key people for your
estate:
Will and Estate
Planning Information Form This PDF form helps you
organize the information needed to begin the Will Preparation
and Estate Planning Process.
Important
Estate Planning Documents
How much does it cost for a simple
will? Because many clients do not know how to start the
estate planning process, they only think of a Will rather than
the many documents which you will need to effectively plan
your estate.
What is a Will
Durable Power of
Attorney
Living Wills and Medical
Decisions
Trusts
Prenuptual and
Postnuptual Agreements
Special Issues for
those In Committed Relationships
The laws of each State
identify the rights of married couples and blood relatives. If
you are in a committed relationship and not
legally married, you need to take
extra steps to protect your partner. Blood relatives, such as
parents, children and siblings may have rights to exclude your
partner from making health decisions or even visiting you in
the hospital! These are some of the life planning and estate
planning documents which may help you:
Partnering and Couples
Agreements
Hospital and health care visitation
instructions
Durable Power of
Attorney
Living Wills and Medical
Decisions
Estate
Administration
Being the Estate Executor and Trustee takes
organization and work. It is not an "honor" to bestow
lightly.
Administering an Estate
Asset
Protection
Asset protection is the process of protecting
your hard-earned money from creditors, the IRS, government
and others making claims on your estate so you and your
loved ones can benefit.
Personal and Financial Asset
Protection
Tax
Asset Protection
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