Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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Bernie Madoff’s Son Andrew Passes Away Leaving a Large Estate
Bernard Madoff is serving a 150-year term in federal prison in North Carolina. Though sued for millions of dollars, his sons ... Estate Planning

Date: 09/24/2014 Category: Estate Planning
Joan Rivers May Get the Funeral She Always Wanted … Minus the Tax!
Rivers would have probably gotten a kick out of the fact that the expenses associated with her funeral are tax deductible for ... Estate Planning

Date: 09/20/2014 Category: Estate Planning
Senator Proposes Increase in Estate Tax
This legislation would exempt more than 99.7 percent of Americans from paying any estate tax while ensuring that the ... Estate Planning

Date: 09/19/2014 Category: Estate Planning
Never Assume a Will is Enough
The information family and friends will need when a loved one dies goes far beyond those much-talked-about documents, and ... Estate Planning

Date: 09/18/2014 Category: Estate Planning
Gifting Advice for Grandparents
Helping out family members is to be encouraged, but can raise a number of legal issues involving taxes and eligibility for ... Estate Planning

Date: 09/17/2014 Category: Estate Planning
Planning Ahead for Mental Health
Having a say in your own mental healthcare may be very important to you. But what if someday you're unable to make decisions ... Estate Planning

Date: 09/16/2014 Category: Estate Planning
Will Litigation: When Does It End?
Stephen Girard’s will, dubbed 'the most litigated in history,' continues to face legal challenges nearly 200 years later. Learn why charitable trusts...

Date: 09/12/2014 Category: Trust & Estate Administration
A Failed Attempt To Create a Revocable Living Trust
If you have a revocable trust or living trust, best to check out what's in it before you, your spouse and your children get a ... Estate Planning

Date: 09/11/2014 Category: Estate Planning
Forfeiture Clauses May Not Hold Up to Reasonable Will Disputes
A recent case from the Supreme of Mississippi held that forfeiture provisions in wills in Mississippi are enforceable unless ... Estate Planning

Date: 09/10/2014 Category: Estate Planning
Estate Planning Lessons From Lauren Bacall and Humphrey Bogart’s Marriage
Bacall's loss of her husband when her children were young does point to some of the issues surviving spouses face when there ... Estate Planning

Date: 09/09/2014 Category: Estate Planning
Should You Give an Inheritance Outright or Create a Trust?
nheriting in trust can mean a lot of different things, but usually comes with benefits that are not available otherwise. ... Estate Planning

Date: 09/08/2014 Category: Estate Planning
You Just Inherited Some Money – Now What?
The biggest mistake people make when they inherit a chunk of money is not thinking it through, said Meg Green, a certified ... Estate Planning

Date: 09/06/2014 Category: Estate Planning

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