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

Blog

Category: News and Blog



Oct 17 2017

A Primer for Care Options

Did you know Reader’s Digest is still around?  This month, it provides an informative primer on care options, from in-home …

> Read This Article


Oct 16 2017

Review Your Revocable Trust

If your revocable trust was drafted a while ago, it might include provisions that could hurt you income tax-wise.  Here’s …

> Read This Article


Oct 13 2017

Estate Tax 2016, By the Numbers

The numbers are in for estate tax revenue for 2016, and the effective rate is down a bit from 2015, …

> Read This Article


Oct 12 2017

Houston Estate Has Plan for ‘Bodyguard’

Yes, it has been almost 25 years since The Bodyguard was released in theaters, and the estate of Whitney Houston …

> Read This Article


Oct 11 2017

To Minimize Disputes, Deal With Personal Property

Many contentious estates could have gone smoothly if the decedents had just spelled out their wishes regarding tangible personal property.  …

> Read This Article


Oct 10 2017

Be Nice to Your Heirs: Clean Up

Want to do something thoughtful for your heirs, or at least the executor of your estate or successor trustee?  Straighten …

> Read This Article


Oct 09 2017

Hugh Hefner’s Careful Estate Planning

The late Hugh Hefner carefully crafted an estate plan to provide for him in his final days, his surviving spouse, …

> Read This Article


Oct 06 2017

Elder Abuse Act Poised to Become Law

The Elder Abuse Prevention and Prosecution Act of 2017, which targets scammers, has passed the House and Senate and awaits …

> Read This Article


Oct 05 2017

Delayed Valuation Rule Is Dead

Remember that regulation aimed at the estate-tax planning tool of taking discounts for business assets?  No worries, the Trump administration …

> Read This Article


Oct 04 2017

Estate Sale: Berry Gordy

Many items belonging to Motown founder Berry Gordy will be up for sale and auction later this month, including items of …

> Read This Article