Estate planning frequently addresses property transfers in contemplation of death while elder law considers retirement income issues. While it is easy to consider the two
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Estate Planning and Your Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you
Advice for Long-Term Healthcare and Dementia
With its views of the Rincon Mountains and nine large, adobe-style homes, the Villas at Houghton looks more like an upscale gated neighborhood than a
Happy Birthday Estate Tax!
One of the more controversial federal tax provisions recently reached a significant milestone. The estate tax is now 100 years old. Once a tax becomes
Son Sues Mom for His Inheritance
Family members suing each other over inheritances and other estate matters is fairly common. A recent case in North Carolina, however, is a bit unusual
Who Owes On a Lease When the Tenant Passes Away?
Fewer and fewer Americans own their homes and instead are choosing to sign leases. What happens when someone passes away and money is still owed
Probate Records Can Be Sealed
Probate records are normally matters of public record that can be viewed by anyone interested. However, judges do have the power, even if it is
Stevie Wonder Sued by Lawyer’s Widow
Stevie Wonder has recently been sued by the widow of his former attorney, who claims that the musician owes her millions in unpaid royalties. However,
New Estate Tax Requirements Postponed
New reporting requirements for estates subject to the estate tax were supposed to go into effect in August. However, the IRS was not ready at
Paying the IRS will be More Difficult for Some Next Year
Normally, when people owe the IRS money, the agency is more than happy to take payment immediately and through a variety of different means. However,
Pitfalls of Family Run Foundations
Many wealthy people who create charitable foundations want the foundations to be run by members of the family. However, putting family members in charge of
Why the Value of James Brown’s Estate Matters
Litigation over the estate of James Brown has been ongoing for nearly a decade. The issue of whether Brown was married at the time of
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Latest Posts
- Assets Are Transferring. But Clarity Is Not.
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- Common Estate Planning Mistakes and How to Avoid Them











