Important Documents Related to Final Distribution of a Trust Estate
Important Documents Related to Final Distribution of a Trust Estate NOTICE OF PROPOSED ACTION In the course of settling a […]
2018 IRS Estate and Gift Tax Inflation Adjustments
The IRS has announced the 2018 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer […]
Issues Regarding Valuation of Cash and Non-Cash Assets in Estate Planning
Valuation of Cash or Financial Assets Valuation of Cash or Financial Assets is determined by providing an independent statement such […]
Protect Your Company from Immigration Infractions
More than three decades have elapsed since the Immigration Reform and Control Act (IRCA) began requiring employers to complete I-9 […]
Report Warns Retirees about Potential Downsides of Reverse Mortgages
Reverse mortgages have been around for years. But they're getting a new spin: Some senior homeowners are tapping into their […]
The Practicality of Estate Planning
You work hard to provide for your family, pay for your child's college tuition, and ensure your family lives a […]
Living Trusts Created Prior to 2011. Is My A/B Trust Obsolete?
Is My A/B Trust Obsolete? A revocable living trust is a valuable tool to protect and preserve your assets both […]
Finish the Estate Planning Crossword #2
Clue: An amendment to a will. Click for Answer
Challenges Facing Aging Family Members
As our senior population grows older, they face unique and complex challenges. Fear of losing control and doubt concerning the […]
What is Reasonable Compensation for a Trustee to Settle a Trust Estate?
In most cases the language in a Trust simply states that the Trustee shall be entitled to “Reasonable Compensation” without […]