1 06, 2015

Federal and State Death Tax Updates

2017-10-28T10:50:47-04:00June 1st, 2015|

Death taxes are back in the news at the federal level as well as in Delaware and Minnesota. What Happened to the Death Tax Repeal Act of 2015? Back in February and March of 2015, identical bills calling for repeal [...]

1 05, 2015

Four Steps to Stop Mail Addressed to a Deceased Person

2018-02-02T22:10:52-05:00May 1st, 2015|

One of the first things you should do as a newly appointed executor of a deceased person’s probate estate or successor trustee of a deceased trustmaker’s trust is ask the post office to forward the deceased person’s mail to your [...]

1 04, 2015

Death Tax Repeal Act Introduced in House and Senate

2017-10-28T14:11:46-04:00April 1st, 2015|

Identical bills have been introduced in the U.S. House and Senate that would permanently repeal the federal estate tax and generation-skipping transfer (“GST”) tax. Overview of Current Federal Estate, Gift, and GST Tax Laws Under current law, the exemptions from [...]

1 04, 2015

Three Liability Planning Tips for Physicians Anyone Can Use

2018-02-02T22:10:52-05:00April 1st, 2015|

Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability. It’s not just medical malpractice claims either – employment related issues, careless business partners and employees, contractual obligations, and [...]

1 04, 2015

Is a Revocable Living Trust Right for You?

2018-02-02T22:10:52-05:00April 1st, 2015|

Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations. But for some, a Revocable Living Trust may not be necessary to achieve their estate planning goals or [...]