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Category: News and Blog



Apr 12 2017

Saving Forgotten Portability Elections

A surviving spouse can elect “portability” and preserve the deceased spouse’s estate tax exemption.  A lot of people forget they …

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Apr 11 2017

In Recent Dead Celebrity News

Prince’s estate has a new advisor for entertainment: Troy Carter, who worked with Lady Gaga, John Legend, and Meghan Trainor …

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Apr 10 2017

Seldom Seen Estate Planning Ideas

This piece purports to give you five ways to bullet-proof your estate plan.  There’s no way to do that, of …

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Apr 07 2017

Elder Abuse Not Always Clear Cut

Everyone agrees that elder abuse is a major and growing problem.  But in individual cases, even famous ones like Mickey …

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Apr 06 2017

Celeb Estate Sale: Patrick Swayze

Property from the Estate of Patrick Swayze will be up for auction this month. Included: Items from the actor’s films …

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Apr 05 2017

Heirs to Art Looted by Nazis Receive Compensation

The German government paid $1.28 million to help buy back the Ernst Ludwig Kirchner painting The Judgement of Paris, which was …

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Apr 04 2017

A Fading Dynasty Tries to Recover

Dynasties can eventually fade.  That’s what is happening with one New York country estate.  Amidst accusations of trustee mismanagement, the …

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Apr 03 2017

Strategies to Avoid Arguments Over Your Estate

It’s never possible to completely prevent fighting after a person dies.  But there are a few things you can do …

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Mar 31 2017

Your Heirs May Gain if You Convert IRA to Roth

Vanguard crunched some numbers on converting traditional IRAs to Roths.  Tax is due upon the conversion, but a Roth’s gains …

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Mar 30 2017

Have Charitable Intent? Consider an Annuity

If you know you intend to give a chunk of your estate to charity, you may be able to make …

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