The matter of the Sherman Hemsley estate has been playing itself out for months, and we have been passing along updates as they have become available. We are happy to be able to report that...
In 2013 the estate tax exclusion is $5.25 million. You have to understand the fact that this figure includes the value of your home, so right off the bat you are going to be left...
The word “portable” is defined as “Able to be easily carried or moved.” In estate planning the term has been borrowed to describe transferring the estate tax exclusion that was afforded to a deceased individual...
As a person who is making preparations for the future you probably have various different unique individuals on your inheritance list. Invariably they all have their own respective strengths and weaknesses. Those who are in...
The possibility of a contested will is something to take into consideration when you are planning your estate. These days there are a lot of websites all over the Internet claiming that it is easy...
From time to time we highlight a celebrity estate planning case in an effort to underscore some of the things that you can do right, and some of the things that you can do wrong...
There was recently a story trending throughout the media that is relevant to the field of estate planning. The situation that we are going to share is not necessarily all that instructive, but it is...
The passage of the New York Marriage Equality Act back in 2011 had some profound implications from an estate planning perspective. Here in New York we have a state estate tax, and in 2013 there...
Even if your love for your spouse knows no bounds, you and your partner may not agree on everything. Different people can adopt different perspectives when it comes to estate planning, and you may have...
There are multiple different types of trusts that can be utilized to great advantage when you are planning your estate. They serve different purposes, with some of them being designed to provide tax efficiency. One...
Special Reports
Newsletters
Estate Planning Articles
