Occasionally I work with an estate planning client who wants to disinherit an heir. They've heard there is a trick to doing this correctly … [Read more...] about Getting it right when Disinheriting an Heir
Humanity. Passion, emotion and imperfection personified. Sometimes, our family members can be a mess, or a mess waiting to happen. That … [Read more...] about Let’s Get it Right for Problem Beneficiaries — The Addict
If you are the parent of a young child, your child’s financial security is probably a primary goal within your estate plan. Knowing that … [Read more...] about Who Should Manage My Child’s Inheritance?
Historic Overview Congress and the Wilson administration established the original federal estate tax in 1916. However, the lack of an … [Read more...] about The 2015 Lifetime Estate Tax Exclusion & Annual Gift Tax