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Andreas Lubitz's Estate Declares Bankruptcy
July 21st, 2015
No one has claimed to be the heir to the estate of the German co-pilot who is alleged to have intentionally crashed a plane into the Alps. Now, the estate has filed for bankruptcy. If you have watched the news the past few months, then you undoubtedl…
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Saving Estate Tax Filing Fees Not Always the Best Idea
July 20th, 2015
The overwhelming majority of estates are not large enough to require payment of the federal estate tax and are therefore not required to file the estate tax forms. For most of them, it is wise not to waste money on any professional preparation fees f…
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Tags: Estate Tax
Are Smaller Inheritances a New Trend?
July 17th, 2015
As the baby boomer generation ages, they are increasingly spending a lot of their retirement funds on their children. This might have implications for their estates. Due to demographic changes and changing economic fortunes, older Americans in…
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No Estate Plan for Many Rich People
July 16th, 2015
Recently a survey was conducted of millionaires, the results of which show that a staggering one-third of them do not have any sort of estate plan. While it is advisable that everyone have an estate plan of some sort, the truth is that some pe…
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Desmond Tutu Peace Trust Shut Down
July 15th, 2015
One of the trusts created by retired Archbishop Desmond Tutu was quietly dissolved earlier this year in the wake of a family feud. Desmond Tutu won the Nobel Peace Prize for his efforts to end racism and corruption in South Africa. He is gener…
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The Estate of Elliot Ness Is Open Again
July 14th, 2015
Elliot Ness is best known as a Prohibition era lawman who fought the mob. After that, however, he served as the CEO of Diebold. A recent find of a stock certificate in that company has caused Ness' heirs to reopen his estate. Despite a bo…
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The Downside of the Giving Pledge
July 13th, 2015
The Giving Pledge, created by Bill Gates and Warren Buffet, has received a tremendous amount of positive coverage as it encourages the wealthy to donate to charity. However, some argue that it also has a hidden cost that potentially harms the general…
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Should You Be a Trustee?
July 10th, 2015
It is fairly easy to find online advice about who to appoint to be a trustee. However, there is comparatively little advice for those chosen concerning whether or not they should accept the position. Some things to consider are below. If a friend or…
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Tips for Passing Down Wealth
July 9th, 2015
While you may have been fortunate and knowledgeable enough to amass wealth, that does not necessarily mean that you know the best way to pass it down to future generations. Estate planning can seem a bit overwhelming for the wealthy. The more assets…
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Bernie Sanders Proposes Estate Tax Hike
July 8th, 2015
The Presidential election season is officially underway even though a primary election will not be held for another half a year. As in all recent election seasons, we can expect the candidates to come out with a position on the estate tax. Bernie San…
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Tags: Estate Tax
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