by Christine | Jul 26, 2012 | 2012, 2013, Estate Planning, Gift Tax |
TIME may — or may not — be running out for one of the biggest tax breaks for wealthy Americans: the chance to give up to $5.12 million to heirs tax-free and then pay a comparatively low 35 percent rate on any gift above that. The break is scheduled to expire in six...
by Christine | Jul 24, 2012 | Estate Planning, LIfe Insurance, Military |
Members of the armed forces about to be deployed have a lot on their minds, but one thing on the checklist needs to be making sure their legal and financial affairs are in order. With a little planning, servicemen and women deployed overseas can serve their...
by Christine | Jul 23, 2012 | Estate Planning |
Estate planning tends to focus on minimizing taxes, especially for high-net-worth individuals, but personal problems may be more pressing for some clients. For such people, the success of the planning process hinges more on dealing with their issues than with their...
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 | Jul 13, 2012 | Conservatorships, Dementia, Estate Planning, Incapacity |
A conservatorship is “a court proceeding to appoint a manager (Conservator) for the financial affairs and/or the personal care of one who is either physically or mentally unable to handle either one or both (Conservatee).”...
by Christine | Jul 12, 2012 | Advanced Health Care Directive, Conservatorships, Estate Planning, Incapacity |
An Advanced Health Care Directive (AHCD) allows a person (the principal) to set forth their wishes regarding the type of health care they want to receive or do not want receive; whether they wish to make organ donations, and what their preference (if...
