by Christine | Jul 7, 2014 | Estate Planning, Inherited IRAs, Trusts |
So, just to be sure we all have this right, when you name a trust as the beneficiary of your IRA, how many beneficiaries are there of the IRA? You got it – ONE – the trust. If you are electing a trust as a beneficiary to an IRA or other retirement account, it is...
by Christine | Jul 4, 2014 | Small Business |
If you have identified all your potential IP and never operated without professionally prepared documents, you will likely be confident about the value of what you worked so hard to create. And if not, now is the time to turn to your IP. Here are a few things...
by Christine | Jul 3, 2014 | Estate Planning |
Everyone knows someone who hardly speaks to his brother or sister or aunt simply because of a misunderstanding over an inheritance. Inheritance planning can be a direct mode of expression, whether of appreciation for a person or an extolling of virtues. But can these...
by Christine | Jul 2, 2014 | Estate Planning, Special Needs Children, Special Needs Planning, Special Needs Trusts |
Since for most of us, our children are our foremost priority in life, a Letter of Intent can be a crucial document. And anyone who wants to ensure special care for their children should consider including one with their estate documents; there are no real drawbacks to...
by Christine | Jul 1, 2014 | Art, Charitable Giving, Estate Planning |
The tax law makes clear that the taxpayer has the burden of substantiating the value of the property. To this end, a taxpayer must not only comply with the procedural requirements for valuation, but must also persuade the trier of fact that his claimed...
