Estate Planning, Estate Taxes NEW IRS FORM TO REPORT BASIS FURTHER CHANGES MAY BE NEEDED When a person receives an asset via the probate process the transaction must be reported … May 7, 2016 2 MIN READ
Asset Protection, Estate Administration, Estate Planning CREDITORS OF AN ESTATE ORDER OF PAYMENT It should not be a surprise to anyone that when someone passes away their estate must pay … May 5, 2016 2 MIN READ
Estate Planning, Wills SELF CANCELLING INSTALLMENT NOTE CHANGE IN APPROACH BY IRS BUT STILL SOUND ESTATE PLANNING CONTINGENCY It is obvious that no one knows when they … April 29, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills More on Estate Planning for the Farmer PASSING THE FARM IS LIKE PASSING ON THE FAMILY CORPORATION There is no doubt that some modern farmers run large … April 27, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills Will Does Not Revoke Previous Transfer of Property to Trust BEST LAID PLANS DO NOT ALWAYS WORK OUT A case with an interesting factual background came out of Texas recently. … April 25, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills What Is Testamentary Capacity SUBSTANTIVE PROOF NEEDED The issue of consent and state of mind touches upon perhaps some of the most personal and … April 23, 2016 2 MIN READ
Asset Protection, Estate Planning SPLIT ANNUITY FOR ESTATE PLANNING HYBRID PLANNING TOOL – COMPOUND INTEREST AND IMMEDIATE PAYOUT There are some retirement strategies that people engage in that have … April 21, 2016 2 MIN READ
Estate Planning Joint Spousal Trust NOT AS USEFUL BUT STILL GOOD TO HAVE This blog has explored the issues revolving around an ABC trust in … April 15, 2016 2 MIN READ
Asset Protection, Estate Planning Estate Planning for New York’s Estate Tax GOOD NEWS AND BAD NEWS Most people are aware that April 15 is tax day. That simply means that you … April 13, 2016 2 MIN READ
