Brian A. Raphan, Esq.Aug 1, 20131 minThe Perils Of Joint OwnershipJT/WROS, joint tenants with rights of survivorship, is a common set up for many investment accounts. This Forbes article looks deeper...
Brian A. Raphan, Esq.Jul 30, 20133 min6 Estate Planning Lessons From James Gandolfini’s Will:James Gandolfini’s untimely death at 51 brought many discussions, none more strange than the fixation on his will. A few estate planning...
Brian A. Raphan, Esq.Jul 23, 20131 minTime to get organized with The Living Balance Sheet:Whenever I come across a way for a client or friend to simplify their life I tell them about it. This is especially true with their...
Brian A. Raphan, Esq.Jul 9, 20132 minTurning 70 1/2 This Year?If you are turning 70 1/2 this year, you may face a number of special tax issues. Not addressing these issues properly could result in...