Estate Planning News
PROTECTING AN INHERITANCE AS OPPOSED TO RULING FROM THE GRAVE
FAILURE TO REVIEW ESTATE PLANS PERIODICALLY CAN LEAD TO UNINTENDED CONSEQUENCES
ELIZABETH TAYLOR’S ESTATE COULD EXCEED $1 BILLION – MUCH OF IT COULD BENEFIT AIDS CHARITIES
TRA 2010 Creates Opportunity for New Planning Strategy – The FlexTrust
Double Disclaimer Saves Millions in Estate and GST Tax
Creditor Protection Extended to Inherited IRAs by More Courts
Doing It Yourself Can Sometimes Lead to Disaster
2012 Budget Proposal Includes Permanent Estate and Gift Tax Reforms
A “Do-It-Yourself” Mystery: The Case of the Neighbor Girl and the Well-Meaning Widow
IRS Issues Instructions for Estate Tax Returns for Decedents Dying in 2011 and 2012
Income from Trust Excluded in Determining Alimony Payments
Millions in Tax Savings Available to Clients Who Act Quickly
His, Hers, or Ours? – Estate Planning for Blended Families
Planning Blunder Leads to Increased Income Taxes
IRS Issues “Portability” Guidance
Use It Before You Lose It” Planning Equally Applicable to LGBT and Unmarried Partners
2010 Tax Law Leads to 2012 Litigation
Last Chance for Estate Tax Savings?
Estate Planning for LGBT Couples: Possible Changes on the Horizon
New Year’s Resolution #3 – Get My Estate Plan Reviewed
More Reasons for Clients to Review Their Estate Plans
Guardianship Provisions Essential To a Comprehensive Estate Plan
Planning for Retirement Assets Can be Difficult
President’s Budget Proposal for 2014: Greater Estate Taxes, Income Taxes May Be in Your Future
Estate of Hurford: a Taxpayer’s Tale of Woes
New Rules for Same-Sex Couples
Tax Court Says Taxpayer Cannot Have it Both Ways
Planning for Children with Special Needs
A New Paradigm: Planning for State Estate Taxes
Fiduciary May Face Personal Liability for Improper Administration of a Trust or Estate
