Surprise! You Can’t Easily Disinherit Your Spouse in the U.S. Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true […]
Read More »Aging.gov: A New Resource for Older Americans and Their Families
Aging.gov: A New Resource for Older Americans and Their Families More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched […]
Read More »Decanting: How to Fix a Trust That Isn’t Getting Better With Age
Decanting: How to Fix a Trust That Isn’t Getting Better With Age While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you’re […]
Read More »Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse
Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking […]
Read More »What You Need to Know About the Final Estate Tax Portability Rules
What You Need to Know About the Final Estate Tax Portability Rules Recently the IRS issued the final rules governing the “portability election” as it relates to the federal estate […]
Read More »How Will the 2015 Supreme Court Decisions Affect You and Your Family?
How Will the 2015 Supreme Court Decisions Affect You and Your Family? While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make […]
Read More »IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request
IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request Due to the increased volume of federal estate tax return filings in order to make the “portability […]
Read More »Dispelling the Top 3 Estate Planning Myths
Dispelling the Top 3 Estate Planning Myths Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help […]
Read More »Estate Planning for Same-Sex Couples after Obergefell v. Hodges
Estate Planning for Same-Sex Couples after Obergefell v. Hodges On June 26, 2015 the United States Supreme Court issued its opinion in Obergefell v. Hodges, the name assigned to a […]
Read More »Federal Estate Tax Update
Federal Estate Tax Update Death taxes are back in the news at the federal level. What Happened to the Death Tax Repeal Act of 2015? Back in February and March […]
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