Blog Posts in 2013

  • A Very Unexpected Use - For a Death Certificate!

    || 6-Aug-2013

    As Practice Manager at Kaufman Law Group, one of my responsibilities is to keep an alphabetical file of death certificates of clients and their loved ones who we have helped in settling estates. I have often wondered how long we need to keep these, especially after an estate is settled. I recently received my answer, on a very personal note. My mom received a jury summons to the Daley Center ...
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  • For Clients, Advisors, Community: Do you know for sure that there will be no title problems when you go to sell your home? Are you sure everything is in order? As part of our regular process, we want to be certain our clients’ real estate is titled consistently with their estate plan. It is occasionally necessary to look at the county records or if we find something suspicious, obtain more ...
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  • INHERITED IRAS ARE NOT CREDITOR PROTECTED For Clients, Advisors and Community: Individual Retirement Accounts (IRAs) are becoming an increasing portion of wealth transferred from generation to generation. Do you have or do you anticipate owning an Inherited IRA from a parent or grandparent? If you do, this article applies to you. What is It? An “inherited IRA” is an IRA inherited from ...
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  • An Envelope with a Surprise in It

    || 18-Jun-2013

    For Clients, Professional Advisors and Community: Very recently, I came home to a strange brown envelope from Lutheran General Hospital. It wasn’t a bill or a lab report. It was from “Medical Records” and was hand addressed. I couldn’t figure out what it might be. My only encounter with Lutheran General this year was when I had revision surgery on my left foot. I opened it ...
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  • For Clients, Advisors and Community: In this article (briefly delayed by technical glitches), I review the implications of the income tax changes in the legislation. I have chosen not to restate that which has been published in the general news, but rather some interesting tidbits related to the new law. Increased Brackets. We have a “progressive” income tax system. This means that the ...
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  • For Clients, Advisors & Community: Happy New Year! We begin the year by helping you understand the impact of the “Fiscal Cliff” legislation passed by Congress while we were all partying or sleeping. (I actually was reading the bill, H.R. 8, in my pajamas). I’m not going to attempt a summary in one blog post. I am going to break it down into a number of little sections and ...
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Northbrook Estate Planning Lawyers
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