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
Estate Planning Federal Marriage Rights Now Available for Same-Sex Couples Whether one is married or single is obviously a vital factor that impacts elder law and estate planning. Of course … June 28, 2013 2 MIN READ
Asset Protection, Estate Planning, Inheritance Trusts, Living Trusts, Trusts The 3 Generation Rule – Legacies the Last You’ve built a nest egg after years of consistent work prudent planning strategic risk a lot of focus and a … June 26, 2013 2 MIN READ
