Estate Planning for Blended Families
The unique nature of a blended family – that is, a family where one or both spouses have…
Out of the Frying Pan into the Fire
In the midst of all of the talk about potential federal estate tax repeal, many individuals have elected…
Major Estate Planning Mistakes by Celebrities
Because of some very obvious and egregious mistakes made by famous celebrities with respect to Estate Planning, all…
Asset Protection Planning
Many times we think of Asset Protection Planning only with respect to potential creditors who might sue us. …
California Transfer on Death Deeds: The Good, the Bad and the Ugly
Sarah Spenless is an elderly widow with just one asset holding value: her home, which is worth $500,000.…
Implications of New Leadership in the White House
Regardless of the outcome of this election, we can be certain that the future of estate taxes is…
New Proposed Regulations Under Code §2704
On August 4, the Treasury Department issued long-awaited Proposed Regulations on valuation discounts for family-owned businesses under §2704…
Yes, Your Family Needs Asset Protection Planning
If you’re like most people, when you hear “asset protection planning” you think of someone like JR Ewing…