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Help for the Brand New Executor
August 5th, 2015
When you are named as executor after someone has died, it can be difficult to know where to begin. Ideally, the deceased told you in advance that they were planning to name you as executor and you had a chance to discuss their wishes and gather infor…
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An Epic Scavenger Hunt
July 27th, 2015
Imagine having a sibling whom no one in your family has spoken to in nearly three decades. What if you were contacted one day and told that your sibling passed away six years ago and left behind two bank accounts worth $81,000? That's what happe…
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Attorney Sued for Defrauding Estate
February 18th, 2015
When someone passes away in an accident, an attorney is often retained by the estate to press claims against those who might be responsible for the accident. If the attorney is not trustworthy or the executor of the estate is not properly watc…
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Don’t Forget to Plan for Your Pets
August 18th, 2014
Why do otherwise doting pet parents fail to make such plans? Most people assume they’ll outlive their pets, says Barry Seltzer, a Toronto-based estate lawyer and co-author of Fat Cats & Lucky Dogs: How to Leave (Some of) Your Estate to Your Pet…
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Would You Give Your Employees Skin In The Game?
August 15th, 2014
In family businesses, there are two main ways stock gets diluted: it gets passed on to employees or it’s passed down through the generations. We often see the first situation occur in families when owners give out shares to non-family executi…
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Where, Oh Where Will The Family Home Go?
August 14th, 2014
How do children nudge often-reluctant parents toward making sound and fiscally smart decisions about the future of the family home? The family home is more than likely the most important or valuable asset in one’s estate. So it makes sense to…
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The Gift of College Funding
August 13th, 2014
The Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) are sometimes called the “granddaddies” of college savings accounts. Both allow parents to establish custodial accounts for a minor child, and a grandparent can…
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International Charitable Giving
August 12th, 2014
One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i…
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A Gift You Cannot Return
August 11th, 2014
The Brooklyn Museum seemed to have garnered a bonanza in 1932 when it received a large bequest from the estate of Col. Michael Friedsam, president of the elegant retail emporium B. Altman. But eight decades later … the museum potentially faces a he…
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Fiscal Cliff Deal Brings New Tax Hikes for Trust Beneficiaries
August 8th, 2014
“It’s hitting where it really shouldn’t,” says Laurie Hall, an estates lawyer and head of the Wealth Management Group at Edwards Wildman in Boston. “These increases weren’t intended to hit people with income below $200,000, and they will.…
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