Ask These Questions Before Buying Life Insurance
November 13, 2017
The fourth quarter of the year is when life insurance sales kick into high gear. In many cases, life insurance is often sold as a
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estate tax
Estate Planning FAIL: Trusts Without Pour-Over Wills
February 2, 2015
This is the first article in a new series by Probate Litigation attorney Robert Sewell which will focus on “war stories” regarding common estate
Thinking about gifting wealth before year end? See these articles on 2012 estate tax changes.
November 26, 2012
BUILDING THE RIGHT TRUST Incentives, credits and deductions within the U.S. tax system are currently in the spotlight, and most advisors are aware that
Hidden Assets, Buried Gold, Stuffed Safes and Other Asset Protection and Estate Plans FAILS
July 30, 2012
The article below is by Attorney Mike King, and shares some detail on the legal issues surrounding intestate property and especially that which is “hidden” and
U.S. Citizen Thinking Of Expatriating? Important Articles on What it Means
May 18, 2012
Due to the nature of our practice with thousands of Americans we have safely helped use a variety of tools including offshore trusts in a safe
An Improperly Cancelled or Lapsed Life Insurance Policy Can Lead to Taxable Income
April 16, 2012
A recent Tax Court decision, Estate of Feder, T.C. No. 1628-10, T.C. Memo. 2012-10, January 10, 2012, shows advisors that the Tax Court had no trouble ruling
Common Estate Planning Mistakes Made By Physicians
December 29, 2011
For most doctors, the second step taken in personal financial and legal planning after setting up retirement accounts is some basic estate planning, typically in
Incomplete Gift Tax Reporting – A Common FATAL Asset Protection Flaw
September 19, 2011
RELYING ON GIFTING TO RELATIVES AND FRIENDS (SEE ALSO FAILING TO ACT) Transferring all of your assets to your spouse and/or children, especially after something
What You Must Know about Life Insurance Policy Conversions – Estate Planning
February 16, 2011
The importance of working with legal and financial professionals that really do their homework is more important than ever before as Americans are taking
Federal Estate Tax for 2010 – What you must KNOW and DO
February 1, 2010
What you need to know: The Congressional debate on estate tax legislation has been put on pause during its recess, allowing current legislation that repeals
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