The case of J.R. Ewing and the family jewels. Sounds like an episode of Dallas, right? But now it is actually part of a real-life drama involving the estate planning of the late Larry Hagman. … [Read more...] about Specific gifts in estate planning may avoid “Dallas”-style drama
Don’t Forget the Collectibles
You spend your time and money collecting items. In fact, it’s your hobby and your way of life. What do you do for those collectibles if you pass away? Most people forget that these collectibles are, … [Read more...] about Don’t Forget the Collectibles
Is Your Estate Plan Still Protecting You?
The biggest issue with estate plans is that they’re often forgotten. You have spent the time and money creating your estate plan, but how often do you check on it and make sure it’s still applicable? … [Read more...] about Is Your Estate Plan Still Protecting You?
Expanded Gift Tax Exemption Disappearing in 4 Months
The lifetime gift tax exemption limit of $5.12 million will expire at the end of the year, unless Congress takes action before then to extend the deadline. With only a handful of months remaining and … [Read more...] about Expanded Gift Tax Exemption Disappearing in 4 Months
Avoiding the Pitfalls of a Sudden Wealth
If you are in the position where you are able to leave your children or family a substantial estate, there is one little element you need to consider closely. The phenomenon of “sudden wealth … [Read more...] about Avoiding the Pitfalls of a Sudden Wealth
