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Wills And Trusts

Understand the plan

I received a voice mail from a former client. The message indicated he needed to do some estate planning. He wasn't sure if he needed a living will or just a will, but he definitely needed something.

September 15, 2013 12:00 am

When is a distribution taxable?

Q: Why would my accountant tell me that my inheritance would be subject to income tax? I thought it was only subject to inheritance tax.

August 18, 2013 12:00 am

Lack of estate planning plays out on reality TV

So I’m flipping channels on the television about a week ago. I’m not much for reality TV so it was hard to find anything I wanted to watch. I probably have five hundred channels and it seems like every one has a camera following some knucklehead around while they do something stupid.

September 09, 2012 12:00 am

Who will get my money?

Q: We recently gave a copy of your article on dying without a will to our daughter. She immediately asked, “If I die without a will, who will get my money if not my nieces, siblings and parents?” We thought you would be kind enough to expound on this for us.

August 26, 2012 12:00 am

Be prepared for the legal consultation

Q: Are attorneys required to give a free consultation when discussing estate planning?

July 08, 2012 12:00 am

Blow the dust off the estate plan

Happy 2012, everyone. I can't believe 2011 is already gone. I can't  say I'm going to miss it, but it sure didn't seem to last very long.

January 01, 2012 12:00 am
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