MARK WINN ARTICLES
MARK WINN-- PUBLISHED ARTICLES
Click Below To Read
Published Articles By
MARK F. WINN ESQ.
Trust Issues and Matters which Deserve Close Attention
When Do You Need a Caregiver Agreement?
Second Marriages and “Live-in Lovers” Require Planning
A Good Estate Plan Will Avoid “The Last Minute Switcheroo”
Leveraging Income Tax Deferral Can Be Great for Grand-Children
Leaving Assets to Kids, Not In-Laws, is a Popular Planning Technique
Avoiding Legal Problems is The Name of The Game
Live in Lovers, “Common Law” Marriage and the Elective Share
When Does Permanent Mean Temporary?
Why Are Trusts So Popular?
Why is a Will alone a ticket to probate court?
How Should Assets Be Titled? Beneficiaries Designated?
Leaving the Door Open for Medicaid Planning is Key
Keeping Your Assets in Your Family is Easy if You Plan For It
Flexibility and Control:
The Two Keys to a Successful Estate Plan
Good Planning Neutralizes Threats
Trusts Can Protect and Preserve
Two Main Benefits of Trusts
A Word on Planning With Retirement Plans
Good Planning Should Be Had By Every Family
Main Threats To Your Estate Can Easily Be Avoided
The Purpose of a Good Estate Plan
When Planning, Ask the Right Questions
Best Way to Inherit Property
Avoiding Probate is Worthy, But ..How?
Prevention of Problems is What Gives Peace of Mind
Five Reasons You Need to Plan Other Than to Avoid Probate
A Good Estate Plan Will be Properly Coordinated
To pay or not to pay…or how to pay
Keeping it in the Family...Priceless
Sound Trust Based Planning Can Avoid Costs and Headaches
Think Twice Before Disinheriting A Loved One
Avoiding Unnecessary Negatives is Key
Blame it on “The Circumstances”
Good Planning Imparts Values...
Not Just Assets
When is “Beyond the Reach” Good?
Good Plans Make Good Sense
Advance planning is just that
done in advance
Get Help When You Are Responsible to Administer an Estate
The Government Has a Plan, Shouldn’t You?
Plan to Keep it in Your Family
Co-ordinated Asset Titling and Beneficiary Designations are Key to Success
Your Peace of Mind Begins with the Initial Meeting
Agree Not to Change Plan So You Can Keep it in Your Family
Unfunded Trusts Can Be Costly
Avoiding Unintended Consequences is Wise
Can Irrevocable Trusts be Undone or Changed?
You Must Plan Ahead To Protect Your Property
Jointly Owned Property Has Many Wrinkles
Trust But Verify
Best Ways to Benefit Your Grandchildren
How To Ensure Your Kids Will Not Be Disinherited
Leaving assets “in trust” solves many problems
Three Options If You Do Not Want To Hurt Feelings
Published in CH2 May 2010
Five Reasons You Need to Plan
to Avoid Probate
Trusts avoid problems and protect assets
Assessing Your Professional
Avoiding Problems Is Key
Estate Tax Repeal
A Good Estate Plan Will Provide You With Peace Of Mind
Trusts Allow You to Achieve Worthy Goals
Is a Roth IRA Conversion
Right For You?
When Planning Your Estate Keep It Simple…But Not
End Of Year Checklist to Protect Your Family
Where You Live Can Impact On Inheritance
Leaving Assets In Trust Protects Your Family
"Incentive to Work" Can Be built in to Your Plan
Estate & Asset Protection Planning is a Process
To Stretch or Not to Stretch
An Ounce of Prevention
A Word on the Elective Share
Asset Protection: It’s a
Why is "Domicile" Important?
"Joint Trusts" Can Create Real Problems
Why Is "Basis" So Important?
Not All "Shelter" Trusts Are The Same
Bubble Wrap" Your Money
Three Big Mistakes In Estate Planning
Second Marriages/Live In Lovers
Good Estate Planning Is More Than Who Gets What
Everyone Should Have The Basics,
Drawing Trusts For Privacy Is Important, Too
Is A Living Trust A Need Or A Want
It May Be Wise To Convert Traditional IRA To Roth IRA
Winning Depends On A Good Offense And A Good Defense
A Little Bit Of Planning Can Make A Big Difference
Top Five Estate Planning Mistakes
Flexibility And Control Are Important
The Best Way To Own Life Insurance
Is Your Plan Good? Check Your Gut
Modern Estate Plans Should Be Flexible
Two Cardinal Rules Of Estate Planning
Self-Help And Estate Planning Does Not Mix
Retirement Assets Are Unique And Pose Unique Issues
Real Estate Is Unique
Trusts Can Protect & Preserve "Family Property"
Who Will Serve As Fiduciary
Revocable Trust Is A Good Way To Avoid
Asset Protection Comes In A Variety of Forms
Flexibility & Control Are Important
Retirement Assets Are Exposed To Income Taxes And Estate Taxes
"Trusts" - Used To Protect Assets For Centuries