Estate Planning, Estate Taxes The Role of a Trust Protector Comprehensive estate planning is a long-term process. It is not complete simply because the many pieces of your estate plan … March 17, 2018 2 MIN READ
Estate Taxes, New York Voluntary Administration It is important to remember that whether your estate is subject to probate or not you should make sure that … August 3, 2017 2 MIN READ
Estate Planning, Estate Taxes, Wills Protecting Your Individual Retirement Account from Creditors STATE SPECIFIC PROTECTIONS The current aggregate value of retirement assets in America is roughly $21 trillion with individual retirement accounts … June 4, 2016 2 MIN READ
Asset Protection, Estate Taxes, Living Trusts DYNASTY TRUST REEXAMINED VERY SIMPLE CONCEPT This blog examined the dynasty trust in the past but it is time to reexamine certain aspects … May 21, 2016 2 MIN READ
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
Estate Planning, Estate Taxes GENERATION SKIPPING TRANSFER TAX SEEMINGLY COMPLICATED The Generation skipping transfer tax seems complicated to understand and it absolutely should only be dealt with by … April 5, 2016 2 MIN READ
Estate Planning, Estate Taxes GENERATION SKIPPING TRANSFER TAX SEEMINGLY COMPLICATED The Generation skipping transfer tax seems complicated to understand and it absolutely should only be dealt with by … April 5, 2016 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, Estate Taxes Estate Tax Planning Avoids Liquidation of Estate The House of Representatives recently passed a bill that would eliminate the federal estate tax. The bill is expected to … May 20, 2015 2 MIN READ
