Estate Planning, Gift tax, Trusts GRATs – A Good Idea in this Low Interest Rate Environment? A post over at Think Advisor last week provides some helpful insight into one financial and estate planning tool which … August 6, 2013 2 MIN READ
Estate Planning, Trusts Think Twice Before Disinheriting A Child Families are complicated. No matter how well intentioned virtually all family histories include some situations dynamics and incidents that cause … August 2, 2013 2 MIN READ
Estate Planning Understanding “Portability” in Estate Planning The last major piece of federal tax legislation was the American Tax Relief Act (ATRA). It was signed by President … August 1, 2013 2 MIN READ
Estate Planning “Funeral Shopping” – The Basics Last week Forbes dove into a topic that families give little attention until the task is thrust upon them: picking … July 26, 2013 2 MIN READ
Estate Planning, Financial Planning Are “Stretch IRAs” Going to be Phased Out? Structuring an estate plan to account for taxes can be a complex task. While state and federal estate taxes make … July 17, 2013 2 MIN READ
Estate Planning, Probate, Wills Update: Gandolfini’s Estate Faces Huge Estate Tax Liability Last week we discussed the recently unearthed will of former Sopranos star James Gandolfini. The document was filed with a … July 15, 2013 2 MIN READ
Estate Planning, Wills Estate Planning Tips from the Stars – James Gandolfini’s Will Filed in Manhattan Last month many in the entertainment world were shocked and saddened by the sudden death of New Yorker James Gandolfini … July 9, 2013 2 MIN READ
Estate Administration, Estate Planning, Probate Michael Jackson Estate Saga Continues — $500 Million in Debt Paid Off When someone passes away the basic principles of settling the estate seem straightforward: collect assets pay off debts and distribute … July 2, 2013 2 MIN READ
Estate Planning, Wills Per Stirpes – What Is It? If you read a bit about estate planning you may come across the term “Per Stirpes.” It is an awkward … July 2, 2013 2 MIN READ
