Beware of financial advisors and estate planning attorneys who suggest using a Charitable Remainder Trust (CRT) as the answer to the SECURE Act’s mandatory 10-year
In the 1970s my grandparents owned a men’s clothing store located in Indianapolis’ Westlane Shopping Center at 71st Street and Michigan Road. Next door was
The Bill Senator Bernie Sanders released his proposed tax reform legislation on March 25th which outlined major changes to the estate and gift tax rules.
Too often an overlooked yet important element of your estate plan is your 401(k) and IRA beneficiary designations. Financial planners deem these “matter of fact”
In many ways your estate plan intersects with a variety of disciplines. Legal and tax considerations are the first ones that come to mind, but
In a recent column I discussed the benefits of embedding continuing testamentary trusts for your children and grandchildren into your revocable living trust. After your
To protect loved ones’ inheritances from predators, creditors, divorcing spouses and even from estate taxes in their children’s estates, I commonly advise my clients to
I’ve reviewed many estate plans in my 30+ years of practice. It is not uncommon for a new client to say that another attorney assured
Lucy loaned her son money over the years. First, it was $75,000 for a down payment on his home then another $40,000 when he was
When a parent dies one of the first questions their adult children ask me is whether they are responsible for the parent’s debts. Home mortgage
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