Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could…
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It’s Good Enough for Walmart: Tax Avoidance with a GRAT
Billionaire Sheldon Adelson is not alone in his disdain for estate taxes. As one of the world’s richest men, Adelson has the…
Believe in Vacation Ownership? Estate Planning for Your Timeshare
Some assets are more difficult to plan for than others. As a recent article explains, timeshares can be the source of an…
Survey Says! Many High Net Worth Individuals Still Fail to Plan
Although estate planning is vital for high net worth families, a recent survey released by Spectrum’s Millionaire Corner reveals that less than…
Watch That Step!: Estate Planning Oversights to Avoid
In order to have a solid estate plan, it is important to not only carefully put the plan together but to revise…
How to Plan for, or Avoid, Transfer Taxes
As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow…
Our version of TMZ: Estate Planning Blunders & The Famous People Who Committed Them
Famous people are like us in many ways. They are born, they pay taxes, they make estate planning blunders, and they die.…
Calling an Audible: Avoiding Taxes Caused by a Bypass Trust
Since estate-planning maneuvers can cause unintended consequences, it’s important to plan with flexibility. A recent article discusses how one man dealt with…
Income Tax Planning While Planning Your Estate
Now that the American Taxpayer Relief Act of 2012 has bumped the federal estate tax exemption up to $5.25 million, a recent…
Minding Mom & Pop’s Shop: Five Steps to the Succession of Your Family Business
Succession planning for a family business is often no easy task. Recently, an article in Forbes outlined the five necessary steps for…
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