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New Details on the Estate Tax Change Discussion

New Details on the Estate Tax Change Discussion

The estate tax draws heated debate between advocates and opponents, with some referring to the levy as a "death tax," while others argue that the

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Two Documents that Can Help Convey Your Final Wishes

Two Documents that Can Help Convey Your Final Wishes

Several years ago, a man passed away and left everything to the stepmother of his children. The children were not nearly as concerned about the

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Late NBA Owner’s Estate Owes Taxes, IRS Says

Late NBA Owner’s Estate Owes Taxes, IRS Says

In a ginormous estate tax battle denouement, the Internal Revenue Service just won $388 million in a settlement with the estate of Detroit Pistons owner

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Avoid These Big Estate Planning Mistakes

Avoid These Big Estate Planning Mistakes

Good luck to your loved ones when you die, because you are going about your estate planning all wrong. According to a recent study from

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No Estate Plan is a Plan Written by the State

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

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Is Writing Your Own Will a Piece of Cake?

Is Writing Your Own Will a Piece of Cake?

Maybe you have seen those will-in-a-box kits. Maybe you have even considered picking one up. Think twice about that. While you can draft a will

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Full Disclosure Estate Planning

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

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What Just Happened? You Need to Consider Estate Planning

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

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Ever Wonder How People Die?

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

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His Ex-Wife Gets What?

His Ex-Wife Gets What?

Picture this — a frantic call to the family lawyer by a recent widow we’ll call Fran. Fran had just learned that her deceased husband

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Is “Crummey Power” Really Good or Really Crumby?

Is “Crummey Power” Really Good or Really Crumby?

There was one estate planner who had a stroke of marketing brilliance a long time ago.  He or she decided that we should call death

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Marrying after 50

Marrying after 50

Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. "You've had a lifetime of solidifying your

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