Celebrities Can Set A Good Example NOTE: The IRS has announced its gift and estate tax limits for 2016. The lifetime gift and estate tax exclusion amount is $5,450,000, up from $5,430,000 in 2015. … [Read more...] about Celebrities Can Set A Good Example

Download educational eAlert template A in Microsoft Word format Download educational eAlert template B in Microsoft Word format Federal Court: Disclaimed Property Available to Pay Tax … [Read more...] about Federal Court: Disclaimed Property Available to Pay Tax Lien

No Good Deed Goes Unpunished: The Continuing Saga of the Brooke Astor Estate Philip Marshall, the grandson of noted socialite and philanthropist Brooke Astor, managed to save his grandmother … [Read more...] about The Continuing Saga of the Brooke Astor Estate

Planning an estate takes care and precision. There are many different ways that a plan which is not drafted appropriately may not achieve the client’s goals. The estates may be large or small. Most … [Read more...] about An Estate Plan Takes Care

Trusts can be very flexible in meeting a family’s needs. But, needs can change over time. The key to a trust is flexibility. Let’s look at a couple fairly common situations and some solutions. John … [Read more...] about Trusts Can Be Very Flexible