News & Articles

Gift Tax Basics

    People who want to give a large amount of money to another person often have questions about how much they can give without having to pay taxes on the gift. Fortunately, the gift tax is relatively simple once you know the basics.  … Read More
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The Estate Tax and Your Non-U.S. Citizen Spouse

If you are married to a non-U.S. citizen, you need to know that the estate tax options for your spouse will be different if you pass away than if you were married to a U.S. citizen. This knowledge will help you to protect your spouse from the most de… Read More
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Drug Testing before Inheritance?

Before people can receive many types of federal assistance, they are often required to pass drug tests. Should they also be required to pass drug tests before they can receive a tax free income? One representative appears to think so.     D… Read More
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Alternatives to Talking about Death

Estate planning attorneys always tell their clients that the most important thing to do to ensure a smooth estate administration is to talk to family members about what they need to do. However, there is an alternative if you are uncomfortable with t… Read More
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Attorney Disqualification and Estate Administration

When an attorney has a conflict of interest in a case the attorney is not allowed to be involved in the case. A bizarre case in Louisiana illustrates how that principle applies to estate administration. There is apparently no dispute that Kaci Breen… Read More
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Estate Planning to Prevent Identity Theft

By now most people are aware of the necessity to exercise diligence to prevent identity theft. People know to check their credit statements and how to look out for irregularities. However, when you pass away, you can no longer do that. Identity thiev… Read More
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Greg Plitt Died without a Will

Celebrity estate plans are often best known for their mistakes. One recently deceased celebrity made the biggest estate planning mistake of them all. He didn't have an estate plan.   Greg Plitt might not be a household name to everyone. He… Read More
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Estate Planning Tips for Blended Families

Blended families are continuously becoming more common in the United States. This creates special considerations that must be taken into account during estate planning because not planning properly for blended families is a good way to ensure that th… Read More
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Paying the Debts of an Estate

When someone passes away, his or her debts become a part of the estate and must be paid. This is one of the jobs of the executor or personal representative. If you are administering an estate, you need to know how to pay the estate's creditors.… Read More
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Lessons from the Robin Williams Estate

Initially experts believed that the dispensation of Robin Williams' estate would go smoothly. However, that has not turned out to be the case. There are lessons to be learned from what went wrong.   Upon the passing of Robin Williams, along… Read More
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