Estate Planning
How does the ATRA affect estate planning?
I take time each day to check up on any news or bills that could affect the estate planning process. Recently, I found an article from Forbes that discusses the…
Read MoreMistakes of the godfather
I don’t have HBO, and I don’t watch much TV… Watching TV is one of the sure ways to guarantee a life of meaningless existence. That isn’t the point, but…
Read MoreCan inheritance be fair?
The issue of inheritance – how much, when, why, and how to make it equal – all factor into whether or not inheritance will be perceived as fair. Make a…
Read MoreEstate Planning Is Dead
In a recent article on FoxBusiness.com, there was a well-meaning intention to communicate about shielding assets from estate taxes. Find the article here if you dare to be bored and…
Read MoreWhy every young adult should start estate planning
When packing up for college, there’s always a checklist for freshmen—things like sheets, notebooks, and class schedules. After four years, the tests have been taken, the all-nighters pulled off, and…
Read MoreFiscal Cliff and Property Valuation
There is much reason to now hold on to property until death on assets that are intended to be gifted to family especially if the assets are worth far more…
Read MoreWhen intentions lose their way…a family feud (Part Two)
The Detroit Free Press article sites Karen Davidson, the late wife of Bill Davidson – NBA Detroit Pistons owner – as saying in an affidavit that her husband intended the…
Read MoreFiscal Cliff Estate Tax Marriage Benefits
There is a provision in the estate tax law called “portability”. This means that any unused estate tax applicable exclusion amount of a deceased spouse may be applied to the…
Read MoreEstate Tax Disputes…Money & Family (Part One)
Bill Davidson leaves behind his family, the professional teams he built including the NBA Detroit Pistons, and NHL Tampa Lightning and a $1.9Billion tax bill! Read the story from the…
Read MoreFiscal Cliff Estate Tax Fast Facts
Hype and confusion seems to surround most of the talk about estate taxes. The legal profession seems to keep in complicated and mysterious. While there is always some measure of…
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