Estate Planning Saving an Estate Charitable Deduction through Qualified Reformation On Dec. 12 2014 the Internal Revenue Service issued Private Letter Ruling 201450003 in which it considered whether an estate … January 14, 2015 2 MIN READ
Estate Planning Biggest Estate Planning Celebrity Lessons from 2014 Pt. 2 The first part of this article listed some of this year’s most notable celebrity deaths and the estate planning issues … January 8, 2015 2 MIN READ
Estate Planning Five Retirement Changes for 2015 Factoring in retirement to an estate plan can be confusing tiresome and complex. In fact this aspect is arguably the … January 4, 2015 2 MIN READ
Estate Planning Estate Disputes Continue in Estate of James Brown James Brown’s life was full of life music and manic energy. It was also full of broken marriages estranged children … December 31, 2014 3 MIN READ
Estate Planning How Freezing Eggs Can Affect an Estate Plan Recently Apple and Facebook made the headlines when both companies announced that it is paying the expenses for its female … December 22, 2014 2 MIN READ
Estate Planning Biggest Estate Planning Celebrity Lessons from 2014 Pt. 1 This year saw a number of tragic celebrity deaths and some were complicated further with estate planning issues. Using these … December 16, 2014 2 MIN READ
Estate Planning Getting the Most from Your High Asset Divorce Divorce is almost always an emotionally and financially draining experience and high asset divorces come with an increased level of … December 13, 2014 2 MIN READ
Estate Planning Tips for Discussing Estate Plans with Family It is risky to leave your estate and financial affairs unattended or secret from the rest of your family. According … December 11, 2014 3 MIN READ
Estate Planning Balancing the Trustee & Beneficiary Relationship Balancing the relationship between a trustee and beneficiary can be delicate and if it is not handled properly the results … December 9, 2014 2 MIN READ
