The IRS wants to sharply curtail a favorite tax benefit affecting family partnerships and LLCs. The U.S. Treasury Department is zeroing in on new regulation
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Yes, You’re Rich Enough for an Estate Plan
Many people believe that they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth. We believe that estate
The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms
The estate tax is one of the most hated taxes in the U.S. tax code, especially among those who are wealthy enough to have to
Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)
Is there a target on Nick Gordon? He might well conclude that. The erstwhile boyfriend of Bobbi Kristina Brown will likely never see the 22-year-old
Defining Your Legacy
Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities. While this may have been initially driven
No Estate Plan is a Plan Written by the State
Most summer plans do not include drafting a will and testament. Mowing a lawn choked with weeds and overgrown with grass is more likely to
Life Estate Can Be a Big Estate Planning Tool
Most people’s most important asset is their home, and protecting it is always a priority. In your retirement, though, the threat of huge, unexpected medical
Choosing the Right Trustee
Choosing the right trustee is vital to ensuring that your beneficiaries enjoy the legacy you intend to leave behind. Rick Friedman, senior vice president and
If You Don’t Make a Will, Then What?
For example, in West Virginia, that all depends on your family situation. Here are the most typical situations and who gets what: (i) If you
Full Disclosure Estate Planning
For years, Patrick Severo didn’t understand why people were so reluctant to talk about estate planning. Then the 55-year-old father of three went through the
What Just Happened? You Need to Consider Estate Planning
With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace
Ever Wonder How People Die?
Accidental gunfire claimed 348 lives from 2001-2010 in Alabama, and gunshots of undetermined intent killed 147 in Arizona. And while both resulted in far fewer











