by Christine | Aug 16, 2012 | Estate Law, Estate Planning |
To help implement your wishes, trusts and estate lawyers need to ask very tough questions. Some of them might make you squirm. Have you made (or updated) your estate plan? What questions about your estate planning (or lack thereof) are most likely to make you squirm?...
by Christine | Jul 18, 2012 | Disinheritance, Estate Law, Estate Planning, Same Sex Estate Planning, Tort |
In Beckwith v. Dahl (May 3, 2012), the California Court of Appeal, Fourth Appellate District, joined the majority of states in recognizing the tort of intentional interference with expected inheritance (IIEI). In the darker and more unfortunate corners of estate law,...
by Christine | Jun 29, 2012 | Estate Law, Estate Planning, Heritage, Legacy |
Family stories are different—yet of utmost importance. The philosopher Abraham Maslow said, “The ultimate disease of our time is valuelessness.” Poll results show that boomers agree. But how do you pass on something so intangible as a value? Giving a gift is one...
by Christine | Jun 11, 2012 | Elder Law, Estate Law, Incapacity |
As medical advances extend human life expectancy, the likelihood that an individual will become incapacitated before dying increases. For … wealth planning and conservation purposes, it is important that we recognize when [someone] is incapacitated and thus...
by Christine | Apr 23, 2012 | Estate Law, Estate Planning, Married Couple |
How married couples and domestic partners structure their estate plans can make the difference between whether a family stays connected or gets blown apart after the first spouse or partner passes away. Things can be even more complicated and volatile in blended...
by Christine | Mar 28, 2012 | Estate Law, Estate Tax, Inheritance |
It’s official. The Indiana inheritance tax is repealed for deaths after Dec. 31, 2021. The Indiana inheritance tax is officially on its way out the door. What does this mean for other states? For some taxpayers, wealth transfer planning has required two layers of tax...
