by Christine | May 22, 2012 | Estate Planning, Inheritance |
Younger members of ultra-wealthy households are grappling with their forebears for a say in wealth planning, and women are concerned about how money affects their relationships, the study found, after surveying 53 families with a net worth of $100 million or more...
by Christine | Apr 11, 2012 | Estate Planning, Inheritance, Probate, Wills |
Brooke Astor’s only son saw his inheritance slashed in half and had his control of the estate’s powerful charitable contributions stripped away as part of a settlement that ended a bitter, five-year dispute over the family’s millions. One of the more public and famous...
by Christine | Apr 3, 2012 | Estate Planning, Inheritance |
The death of a parent often shifts the family dynamic, making issues arise that appear to be based on current events but in fact are perceived slights that occurred years ago and are now playing out as the parents’ estate is doled out. Families are complex. While...
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 The Indiana inheritance tax is repealed for deaths after Dec. 31, 2021.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...
by Christine | Mar 19, 2012 | Estate Planning, Inheritance, Trusts |
Wealthy parents today face an inevitable choice: leaving large sums of money to kids who aren’t good with money. Some people say that money is the root of all evil, but that’s not quite right since money can also be the product of much hard work, knowledge, and...
by Christine | Mar 19, 2012 | Estate Planning, Inheritance, Trusts |
Wealthy parents today face an inevitable choice: leaving large sums of money to kids who aren’t good with money. Some people say that money is the root of all evil, but that’s not quite right since money can also be the product of much hard work, knowledge, and...
