Skip to content

Blog

Find Out About the Benefits of a Family Limited Partnership

Find Out About the Benefits of a Family Limited Partnership

“Family limited partnerships (and similar entities), while useful in an estate planning strategy for high-net-worth clients, are often hotly contested by the IRS for their

Read More
The Worst Estate Planning Mistakes by Celebs in 2016

The Worst Estate Planning Mistakes by Celebs in 2016

A wealthmanagement.com article, “Top Four Estate Disputes of 2016,” gives us a sampling of some of the major estate planning issues among the recently passed

Read More
Michigan State Grad and Employee Gives Back through Estate Planning

Michigan State Grad and Employee Gives Back through Estate Planning

Valarie Montgomery may have retired from overseeing Michigan State’s financial operations, but she used her estate plan with her husband Mark to leave a legacy

Read More
Farm and Ranch Families May Get Help with New Legislation

Farm and Ranch Families May Get Help with New Legislation

Proposed estate tax repeal legislation has been introduced in Congress that would assist farm and ranch families with the challenges of passing their family businesses

Read More
The Time for Estate Planning is now

The Time for Estate Planning is now

The (Dodge City, KS) High Plains Journal, in “Estate planning is for everyone,” notes that people spend a lifetime working and building an estate to

Read More
It’s Okay, an Intentionally Defective Grantor Trust is Legal

It’s Okay, an Intentionally Defective Grantor Trust is Legal

Don’t worry; this is a totally legal and valid trust. The “defective” part only describes the fact that it’s not valid for income tax shifting

Read More
No Estate Planning Means Prince’s Estate Hit with 50% Tax

No Estate Planning Means Prince’s Estate Hit with 50% Tax

Prince’s estate has just a few days left to file an estate tax payment, and the taxes are expected to ultimately take nearly half the

Read More
Estate Planning for Those Who Will Live to Be Over 100

Estate Planning for Those Who Will Live to Be Over 100

With advances in medical technology, it’s increasingly possible to live a long and active life. Experts in longevity planning use advanced medical testing to create

Read More
Changes to Estate and Income Tax Now Effective in the Garden State

Changes to Estate and Income Tax Now Effective in the Garden State

Recently effective legislation in New Jersey adjusts the amount of retirement income excluded from the state's income tax, doubling that amount to $40,000. An increase

Read More
Time to Review your Financial Planning

Time to Review your Financial Planning

Business Insider’s recent article, “A financial adviser shares a 5-step checklist to complete before the end of 2016,” notes that many folks spend more time

Read More

Happy Belated 100th Birthday, Estate Tax!

Both President-Elect Trump and the Republicans in the House of Representatives have proposed to end the estate tax. Started in 1916, the tax was first

Read More
Gifting Can Be a Smart Estate Planning Tool

Gifting Can Be a Smart Estate Planning Tool

As CBS Boston explains in “Our Families: Giving It Away,” your federal estate tax exemption, or the amount you can give away tax free when

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS