Estate Planning IRS Allows Trust Modification Without Forfeiting Exemption A Recent Private Letter Ruling By The IRS Concluded That A Modification To A Faulty Fiduciary Provision Did Not Result … October 13, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills The Danger of Unrestricted Bequests and Gifts The Inheritance Left To University of New Hampshire By A Long Time Library Employee Was Spent In A Way That … October 11, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills IRS Rules Now Reflect Updated Same Sex Marriage Rulings New Department of the Treasury and Internal Revenue Service Final Regulations Now Reflect Supreme Court’s Obergefell v. Hodges and Windsor … October 9, 2016 2 MIN READ
Asset Protection, Estate Planning What You Need To Know About Multinational Estate Planning One of the more unique present day aspects of estate planning comes from the very mobile and connected nature that … October 5, 2016 2 MIN READ
Estate Planning Back to Basics: Your First Estate Planning Meeting The first time you meet with your estate planning attorney can be stressful and emotional. Many people go into the … September 28, 2016 2 MIN READ
Asset Protection, Estate Planning Keeping Your Life and Assets Private Prince’s lack of estate planning in life has made quite a mess for his potential heirs as we have covered … September 14, 2016 2 MIN READ
Asset Protection, Estate Planning Understanding Testamentary Capacity Under New York Law In order to make and execute a valid will under New York law a person must meet certain requirements. One … September 9, 2016 2 MIN READ
Asset Protection, Estate Planning Estate Planning Under 40: Why You Need It Making an estate plan tends to be something people ignore until the last minute. These documents are considered important but … September 6, 2016 3 MIN READ
Asset Protection, Estate Planning IRS Proposal To Overturn Common Asset Valuation Planning Met With Fierce Resistance Newly proposed IRS regulations meant to curb common estate and gift tax planning tactics is being met with a firestorm … August 22, 2016 2 MIN READ