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5 Nov 2013, 2:42 pm
For this installment, we added a little twist, holding a panel discussion and interactive Q&A with Ali Corton of Real Estate Executives Boston West, Chuck Silverston of Prudential Unlimited in Brookline and Dee Reddington of Bank of Canton. [read post]
19 Oct 2022, 9:38 am
In this case, the Surrogate’s Court was asked to determine the applicability of the Loft Law in a case where a landlord sought to recover back rent and where the decedent’s estate sought to recover the value of fixtures added to the premises by the decedent. [read post]
23 Mar 2009, 5:02 am
Given the across-the-board drop in asset values, spouses may want to rethink who owns what, at least on paper.* * *For simplicity, many people added clauses to wills that put whatever the exemption amount was in a trust for their children and left the rest to the surviving spouse, who is not subject to the estate tax. [read post]
18 Dec 2013, 1:59 pm
The value of a decedent's gross estate for tax purposes is determined by adding all of the assets that he had an interest in at the time of death such as real estate, bank funds, retirement funds, stocks and bonds, business interests, etc. [read post]
21 Nov 2015, 12:33 pm
At our meeting last weekend, we agreed to apply to hold a similar course again next year in Toronto, adding another day to the program. [read post]
28 Dec 2010, 10:44 am
" 500 AD: Middle ages bring major real estate slowdown. [read post]
17 Sep 2018, 2:00 am
Many individuals who go through a divorce dread adding another task to their to-do list, however it is critically important you take the time to update your estate plans if you and your spouse are separating. [read post]
22 Nov 2023, 9:11 am
A living trust has the added benefit of helping to avoid probate, which is a notoriously lengthy and costly legal process. [read post]
16 May 2014, 4:58 am
The same can be said for estate planning. [read post]
12 Sep 2011, 5:10 pm
” While adding a child’s name to a bank account can seem like an easy way to give that child power of attorney, it is simply too risky as an estate planning or a financial planning strategy. [read post]
21 Jul 2020, 2:00 pm
Adult siblings fighting over assets and other adults that could often avoid litigation make up most California trust and estate disputes. [read post]
13 Jun 2023, 12:41 pm
The bill amends the statute to provide an ad valorem tax exemption for mineral and royalty interests, but only for some charitable organizations. [read post]
12 Nov 2019, 10:56 am
The $11.4 million that was allotted to his or her deceased spouse could be added as well to leave a total exclusion of $22.8 million. [read post]
19 Oct 2021, 2:43 am
The added benefit of a trust is that it also provides instructions on how to handle the assets during any period of your incapacity. [read post]
8 Feb 2011, 4:33 pm
Here's a link to the page: Civil Union Couples - Estate Planning [read post]
21 Mar 2010, 1:08 pm
One of the longest-running estate and trust battles on record added another chapter with the Ninth Circuit Court of Appeals’ recent ruling in the saga involving Anna Nicole Smith, now deceased, and her estate’s attempt to claim a chunk of her former husband’s billion-dollar fortune. [read post]
15 Feb 2011, 1:11 pm
In New York, the estate tax exemption remained at $1,000,000.00 which added even more complexity and uncertainty to planning and estate settlement in New York. [read post]
18 Mar 2015, 4:00 am
A Roth IRA can accomplish that goal; however, it has the added benefit of being an excellent estate planning tool as well if not used for your retirement. [read post]
14 Mar 2019, 11:50 am
An inflation adjustment has been added by the Internal Revenue Service for 2019. [read post]
10 Jul 2022, 2:39 pm
One of the conditions is that an estate tax return is filed for the decedent that makes a portability election, even if no estate tax return is otherwise needed.An estate tax return is due 9 months after death, with an automatic extension granted for 6 months if timely requested. [read post]
