The holidays are a great time to review the past year and make plans for... [Read more...]
Understanding the Interplay of State Estate and Inheritance Taxes with Federal Estate Tax
When individuals consider estate planning, they often look to federal law to determine the potential... [Read more...]
Exploring Elder Abuse
As seniors live longer and technology makes it easier for everyone to stay connected, elder... [Read more...]
Let’s Talk Litigation
Anyone creating an Estate Plan wants to ensure that the plan will work as intended... [Read more...]
The Horrors of Dying Intestate
Many souls believe that if they lack means, they do not need an Estate Plan.... [Read more...]
The Magic of Grantor Trusts
Grantor trusts are a particularly powerful tool in estate planning. They allow the taxpayer to... [Read more...]
Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part III
Every state that recognizes trusts as a legal entity imposes fiduciary duties upon the Trustee... [Read more...]
Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part II
Every state that recognizes trusts as a legal entity imposes fiduciary duties upon the Trustee... [Read more...]
Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part I
Every state that recognizes trusts as a legal entity imposes fiduciary duties upon the Trustee... [Read more...]
Understanding the Importance of the Simultaneous Death Act
Most spouses create Estate Plans that are intertwined. The plans work well on numerous levels... [Read more...]
IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis
The IRS released Revenue Ruling 2023-2 explaining that assets in a trust which is not... [Read more...]
The SECURE Act – the Gift That Keeps On Giving
The SECURE Act of 2019 altered the landscape for IRAs significantly when signed into law.... [Read more...]
