Estate Planning Joint Accounts are no Substitute for Quality Estate Planning – Part 1 Estate planning attorneys are frequently asked a troubling question: what’s the quickest cheapest and easiest way to just avoid probate … July 22, 2015 2 MIN READ
Estate Planning, Estate Taxes How NOT to Avoid Estate Taxes: The Scholarship that wasn’t a Scholarship Julius Schaller was a Hungarian-American immigrant was a wealthy grocery store owner who had acquired substantial assets that exceeded the … July 20, 2015 2 MIN READ
Estate Planning FINRA Issues New Alert for Estate Planning The Financial Industry Regulatory Authority (FINRA) issued a new alert regarding the transfer of brokerage accounts upon death. This report … July 17, 2015 2 MIN READ
Estate Planning Estate Planning for Singles Most of the estate planning tips and tricks revolve around plans for couples; however a single person’s estate plan is … July 15, 2015 2 MIN READ
Estate Planning Causes of B.B. King Estate Battle Riley B. King also known as famed blues musician B.B. King passed away on May 14 and left behind a … July 13, 2015 2 MIN READ
Estate Planning Generation X in No Hurry to Retire Recent research shows that employees still working in Generation X do not have the overwhelming desire to retire. According to … July 10, 2015 2 MIN READ
Estate Planning Court Rules on Whether to Revoke Will The Supreme Court of South Dakota recently ruled on whether an estate should be probated intestate despite the existence of … July 6, 2015 2 MIN READ
Estate Planning Casey Kasem’s Daughter Fights for Guardianship Laws The daughter of the late iconic radio DJ Casey Kasem is fighting for new guardianship laws that would prevent future … July 1, 2015 2 MIN READ
Estate Planning Fiduciaries Cannot Transfer Real Property to Self The Supreme Court of North Dakota recently ruled on the issue of a fiduciary self-dealing when he was one of … June 29, 2015 2 MIN READ
