When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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IRS Getting Greedy Over Old “Gifts”?In 1972 ... Sumner Redstone, who wasn't yet a global media mogul, made a taxable gift to his children and failed to file a ... Gifting
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Your Estate Plan – Time for Some Spring CleaningWITH the federal tax on estates now kicking in at $5.25 million - or $10.5 million for a couple - it may seem that only the ... Estate Tax
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President’s Budget Proposal Targets Estate Planning ToolsA couple weeks ago on April 10, President Obama released his budget proposal for 2014. Although the proposal largely focused ... Estate Planning
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Family Feud Threatens Four Generation Family BusinessFamily businesses can be quite successful, he said, but the managing and intermingling of blood and commerce, insiders and ... Business
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Daughter Experiences Estate Plan Nightmare as ExecutorIn hindsight, as mind-numbing and rage-provoking as the last five years have been for me moonlighting as the sole executor of ... Estate Planning
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Credit Shelter Trusts – The Tried and True ToolCredit shelter trusts are a way to take full advantage of state and federal estate tax exemptions. Although such trusts may ... Estate Planning
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Have “The Talk” with Your Children NowTelling heirs how much they stand to inherit can be a subject fraught with emotional land mines for parents ... But waiting ... Estate Planning
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IRS Estate Audits IncreaseThe IRS scrutinized estate tax returns more than any category of individual tax returns in tax year 2011, at close to a 30 ... Estate Tax
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The “Permanence” of PortabilityThe "Permanence" of Portability It certainly is possible that a future Congress could modify today's laws or even ... Estate Planning
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IRAs Targeted in Obama BudgetPresident Obama's budget, just sent to Congress, proposes to cap tax-advantaged savings across all accounts at $3 million in ... Estate Planning
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When HIPAA HappensPrivacy deserves to be respected and preserved. But HIPAA [the Health Insurance Portability and Accountability Act, 1997] ... Elder Law
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The Power of a Power of AttorneyIf you are elderly, or your parents are elderly and you help them with their finances, you should consider getting a Power or ... Estate Planning