Parents often decide to leave one child a specific asset and provide an equalizing cash... [Read more...]
A Message from the Murdochs
Art often imitates life and the latest drama surrounding Rupert Murdoch demonstrates that. Most of... [Read more...]
Who Can You Turn to When Your Brother Doesn’t Do His Job?
Most Estate Planning attorneys will tell you that creating an Estate Plan helps prevent litigation... [Read more...]
Estate Planning, Retirement, and Gratitude
Retirement and estate planning are both related to gratitude. I’m retiring after 23 years with... [Read more...]
Avoiding an Audit
The Internal Revenue Service recently released its Strategic Operating Plan. In that plan, the Service... [Read more...]
Courts Allowing More Flexible Trust Amendments
As much as I enjoy writing about celebrity Estate Planning gone wrong, and less often,... [Read more...]
What Independence Day Teaches Us About Estate Planning
The 4th of July reminds people of the flag, freedom, and fireworks! As our nation’s... [Read more...]
The “Juice” and an Executor’s Duties
Certain individuals have a knack for making headlines. Orenthal James Simpson was one of those... [Read more...]
The Purple Onion…an ode to Tangible Personal Property
More than one estate has boiled down to a fight over tangible personal property. Sometimes... [Read more...]
What You Should Know About Conditional Gifts
Grantors like the idea of placing conditions upon a gift. In many ways, it’s the... [Read more...]
What Taylor Swift Can Teach Us About Estate Planning
Regardless of your feelings about her music, her attendance at National Football League games, or... [Read more...]
Use It or Lose It…
The Applicable Exclusion Amount (“AEA”) permits individuals to transfer a certain amount of property either... [Read more...]
