Menu
News & Articles
Be Wary of Living Trust Scams
March 15th, 2016
Many seniors in the U.S. fall victim to living trust scammers who scare and intimidate their victims into purchasing worthless, unnecessary trusts. Seniors need to know what to look out for to avoid being victims. Going through probate can be burdens…
Read More
Read More
Categories: Aging Issues, Current Affairs, Elder Abuse, Estate Planning, Probate, Succession, Trust Funding, Weblogs, Will
Tags: Elder Abuse, Elder Law, Estate Tax, Living Trusts, probate, scams, taxes, trust, trust funding
Share
President Obama's Proposed Tax Changes for Estates
March 14th, 2016
The last proposed budget of Barack Obama's presidency contains several changes to the tax codes important to estate planning. President Obama has submitted his last budget proposal to Congress. It contains many of the same changes to the tax cod…
Read More
Read More
Fixing Backlog of Medicare Appeals Costly
March 11th, 2016
The Congressional Budget Office estimates that a bill to fix the backlog in Medicare appeals could cost $1.7 billion. The Audit & Appeals Fairness, Integrity, and Reforms in Medicare Act is a bipartisan effort in the Senate to help with the curre…
Read More
Read More
What Tax-Savvy Givers Know
March 10th, 2016
Are you a charitably-minded taxpayer who wants to wring every possible tax benefit available under the Internal Revenue Code (IRC)? If yes, then first confirm that the charities soliciting you are legitimate charities or your contributions will not b…
Read More
Read More
Categories: Tax Planning
Worry in Detroit over Lions’ Succession Plan
March 10th, 2016
The Detroit Lions say that there is a succession plan in place for when the current owner passes away. They are not saying what that plan is, which might cause some concern for the NFL. Like other professional sports leagues the NFL has tight restric…
Read More
Read More
Categories: Aging Issues, Current Affairs, Estate Planning, Family Business, Games, Sports, Succession, Trust Funding, Weblogs, Will
Inheriting Polluted Property Can Be Expensive
March 9th, 2016
Inheriting commercial real estate can seem like a financial windfall for many people. But it can turn into a financial nightmare if environmental pollution is later discovered on the property. In "Contaminated Property Makes for Costly Inheritan…
Read More
Read More
Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Family Business, Succession, Taxes, Trust Funding, Weblogs, Will
Dispute over Family Trust Turns Deadly
March 8th, 2016
Law enforcement authorities believe that a long simmering battle over a family trust was the root cause of a double homicide and the subsequent suicide of the suspect. Raymond Giehl III became concerned when his wife sent him a text message that her…
Read More
Read More
Categories: Aging Issues, Current Affairs, Estate Planning, Power of Attorney, Succession, Trust Funding, Weblogs, Will
Tags: attorney, Beneficiaries, estate planning, family, Family Feuds, successor, trust, Trustee, will
Medicare Eligibility Requirements
March 7th, 2016
Some people are automatically enrolled in Medicare and this can lead those not enrolled automatically to believe they are not eligible. This is often not the case. People are often confused by the rules for Medicare eligibility because people are onl…
Read More
Read More
A Schoolteacher from Kansas City Left Small Fortune to Jesuits
March 4th, 2016
That a schoolteacher from the Kansas City area left the bulk of her estate to the local Jesuits did not come as a big surprise to anyone, but the size of her estate surprised everyone. For people who knew Anna Kurzweil there was no indication that sh…
Read More
Read More
Categories: Uncategorized
Bobbi Kristina Brown's Estate in Another Battle
March 3rd, 2016
Like her mother Whitney Houston's estate before her the estate of Bobbi Kristina Brown has sparked massive family fights. The latest battle has the estate administrator suing the trustees. The battle over the estate of Bobbi Kristina Brown has f…
Read More
Read More
Categories: Blended Families, Current Affairs, Estate Planning, Family Business, Power of Attorney, Succession, Trust Funding, Weblogs, Will
Services
Submit to Schedule an Estate Planning Consultation
