Estate planning for the other 99%
The Tax Cuts and Jobs Act made dramatic changes to the tax regime in 2018, but it also had a significant impact on federal estate and gift taxes.
Recent
Amy Winehouse's ex-husband files $1.4 million legal claim on late singer's estate
Amy Winehouse has been dead for over 8 years, but that isn't stopping her shameless ex-husband from making a $1.4 million legal claim on her estate.
Kennedy Curse Strikes Again: Has The Family Office Failed?
Three generations after JFK the family legacy keeps killing people. Hyannis overdose proves none of the grandkids are safe. That's part of the plan.
2 Reasons To Consider A Dynasty Trust
When transferring wealth to the next generation, many prefer to make gifts to younger family members in trust rather than gifting the assets outright.
Bonnie Kraham: What you can and can’t do with a Medicaid Asset Protection Trust
The rules and misconceptions of the irrevocable Medicaid Asset Protection Trust (MAPT) are many.
Why Writing Your Own Will Is A Bad Idea
There are educated, accomplished individuals with significant assets to protect, that think nothing of drafting their own estate planning documents.
Oregon Authorizes Purpose Trusts
In The Continuing Rise of the Purpose Trust (Leimberg Newsletter), Alexander A. Bove, Jr. & Melissa Langa discuss the new Oregon purpose trust statute
