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15 Sep 2020, 11:26 am
However, many people are unaware of the role insurance can play in an estate plan, especially for small business owners. [read post]
28 Jun 2023, 8:28 am
When you begin thinking about estate planning and how you want your assets distributed, you may want to consider the inclusion of charitable giving in your plans. [read post]
26 Feb 2013, 4:16 pm
They also apply an interesting “how many taxable estates are expected in a given state” analysis. [read post]
26 Feb 2013, 4:16 pm
They also apply an interesting “how many taxable estates are expected in a given state” analysis. [read post]
12 Dec 2022, 12:30 pm
Not Updating Your Estate Plan The only constant in life is change, and this is never more true than when planning for how your estate will be managed. [read post]
22 May 2024, 2:59 am
Have you considered how this shift impacts estate planning? [read post]
27 Apr 2024, 12:18 pm
In an era where medical science allows for children to be conceived after a parent’s death, you might be wondering how this affects estate planning. [read post]
26 Oct 2011, 10:00 am
Murray (J.D. 2011, UC-Davis), Death and Taxes: How the Late 20th Century Transformation of American Political Culture Ended a 70-Year Political Consensus on the Estate Tax: The United States has utilized an estate tax for over 90 years. [read post]
20 Aug 2021, 2:21 pm
This remains true no matter how old you are and no matter how much money you have, or do not have. [read post]
13 Mar 2024, 11:21 am
Have you recently gone through a divorce and are wondering how it affects your estate plan? [read post]
5 Oct 2010, 11:56 pm
[2] I explained how to follow my posts on Estate of Confusion in Welcome to Estate of Confusion, a Blog at Forbes.com. [read post]
12 Nov 2015, 1:00 am
Avoid Estate Conflicts by Being Clear and Open When you create an estate plan, you will be asked to make a variety of choices. [read post]
4 Apr 2022, 7:02 am
A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients. [read post]
8 Nov 2019, 7:52 am
An estate accounting is a document made by an executor or administrator of an estate which contains all of a decedent’s assets and instructions for how those assets have been or will be distributed. [read post]
27 Jul 2012, 12:07 pm
When you are drawing up an inheritance list you probably are aware of how your decisions will be received by those who are affected. [read post]
10 Sep 2015, 6:00 am
For more information on how creditors can affect a probate estate, contact David Goldman at the Law Office of David Goldman PLLC. [read post]
10 Sep 2015, 6:00 am
For more information on how creditors can affect a probate estate, contact David Goldman at the Law Office of David Goldman PLLC. [read post]
3 Aug 2010, 10:57 pm
News & World Report published How to Talk to Your Parents About the Estate Tax, by Kimberly Palmer. [read post]
15 Aug 2012, 2:59 pm
The lesson we can all take away from the Tweten’s experience is that no matter how safe you may feel with your current estate plan, it is absolutely essential to review your trust regularly, and consult your estate planning attorney about any changes to estate tax law that may have been enacted since your last review. [read post]
26 Apr 2022, 12:21 pm
However, newly passed laws may have a major impact on Texans and how they should implement their estate plan—plus changes they can make to take advantage of these changes. [read post]
