Unfortunate battle over the estate of a man of peace, Martin Luther King Jr.
Posts Categorized: Estate Administration
Lessons from Canada on Dodging Will Disputes
Some sobering thoughts from the Great White North.
Shutting Down a Trust
Trusts are powerful tools that can give rise to important benefits. But not everybody needs one.
Easy come . . . easy go. Would my beneficiaries behave differently?
A sudden windfall can be a blessing or a curse. It pays to structure inheritances carefully so that the people we intend to bless will be blessed indeed.
Do you recommend life estates or irrevocable trusts for Medicaid planning purposes?
Here is another of the “ask the expert” questions featured at www.eldercarematters.com.
Portability: a Good Idea but Will it Last?
Estate tax exclusion “portability” is a nice idea, but dangerous if you don’t understand its implications.
The Latest Temporary Estate Tax Rules
Now we know what the gift, estate, and generation-skipping transfer tax rules will be–for the next two years, as Congress passes the “tax relief” bill that we have been hearing so much about. There may be good reason to breathe a sigh of relief, but not to put off estate planning.
Do you really want to be a Trustee?
Being named as a Trustee is a great honor. It is an even greater responsibility. There are some things you should think about before you accept the role.
There is More to it than “Who Gets My Stuff?”
Most people think estate planning is all about avoiding probate and taxes so they can maximize what they leave their loved ones. There is a far more important reason to “put your house in order.”
Estate planning lets your will rule after you’re gone | News for Dallas, Texas | Dallas Morning News | Dallas Business News
There are some basic mistakes you really don’t want to make when it comes to estate planning. This article highlights some of the biggest boo boos.