Asset Protection, Estate Administration, Lessons Learned After IRS Proposes User Fee for Estate Tax Closing Letters Executors as well as the personal representatives of estates can be held personally liable for either applying or distributing estate … January 20, 2021 2 MIN READ
Estate Administration Advice on Performing a Retirement Review Many people think that retirement involves doing nothing. In reality if you want to make sure that you avoid legal … March 22, 2020 2 MIN READ
Estate Administration, Estate Planning, Wills Exemptions to the Bankruptcy Marital Exception In the United States married individuals almost always receive assets from their spouses without paying estate tax. One exception is … December 13, 2019 2 MIN READ
Estate Administration, Estate Planning Advice on Handling Specific Bequests in Wills The Supreme Court of Montana recently affirmed a judgment by the district court distributing assets from a trust established by … November 20, 2019 2 MIN READ
Asset Protection, Estate Administration, Estate Planning Important Estate Planning Steps to Take after a Parent’s Death Losing a parent is not easy. While being prepared for the event might not make the emotional aspect any easier … November 15, 2019 2 MIN READ
Estate Administration, Estate Planning, Wills Are Electronic Wills the Wave of the Future? Electronic wills have the option of providing a variety of important benefits to individuals who are interested in the estate … March 13, 2019 2 MIN READ
Estate Administration, Estate Planning Reasons to Think Twice about Do It Yourself Estate Plans Beginning with a list of your assets can be a simple way to begin estate planning. Unfortunately statistics compiled by … February 18, 2019 2 MIN READ
Estate Administration, Estate Planning, Wills GRATs and GRUTs If you have assets that will likely appreciate in value including property that provides income or stocks that demonstrate growth … April 6, 2017 2 MIN READ
Charitable Remainder Trust, Estate Administration, Estate Planning Donating Real Estate to Charity When people begin the process of estate planning or take time to review their existing estate plan they have many … March 27, 2017 2 MIN READ
