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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 …

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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 …

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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, …

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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 …

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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.  …

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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 …

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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, …

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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 …

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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 …

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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 …

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