Published: May 17 2012
As loved ones enter or leave your life, it’s important to update your beneficiary designation forms. This is particularly important when divorce occurs. The case of Estate of Kessinger vs. URL ...
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Published: March 29 2012
Most people understand the importance of having a will. If you’re lucky enough to have assets, you want to make sure that those assets go to the right people or institutions when ...
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Published: February 17 2012
A successful estate plan is built on the collaboration of several professions working together to ensure that your goals and wishes are properly implemented. Your team should include a CPA, ...
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Published: February 16 2012
A holographic will is one which is entirely written in the handwriting of the testator (the person making the will). A holographic does not have to meet all of the ...
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Published: February 15 2012
Every state has unique laws for estates which determine distribution and state taxes. The federal tax laws and state tax laws have in many areas different exemptions and requirements. Same ...
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Published: February 14 2012
The current estate, gift and generation skipping transfer tax laws are set to expire at the end of 2012. The President and Congress will have to decide whether they extend ...
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Published: February 13 2012
Estate Taxes Change with New White House Administration With each new administration in the White House and new Congress there are new tax laws and changed agendas. In 1937 whenAmerica’s ...
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Published: February 10 2012
Each state has its own laws relating to estates and each state imposes different taxes. In New Jersey there is a transfer inheritance tax on transfers of property having a ...
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Published: February 9 2012
There is a television program airing on Oprah Winfrey’s new network called “The Will: Family Secrets Revealed”. The title alone should inspire people to get their estate plans in order ...
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Published: February 3 2012
The Hadley case inRhode Islandwhich was decided in 2005 is a well-known case for good intentions gone awry in estate planning. Art Hadley created a trust for his adult children ...
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