Like Us on Facebook Join Us on Google Follow Us on Twitter Connect with Us on LinkedIn


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 …

> Read This Article

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 …

> Read This Article

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 …

> Read This Article

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 …

> Read This Article

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 …

> Read This Article

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 …

> Read This Article

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 …

> Read This Article

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 …

> Read This Article

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 …

> Read This Article

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 …

> Read This Article