States Want Your Trust
Remember to always consult counsel before deciding on issues like what state to create your trust in.For those looking to set up a trust, the best options may be far from home By: Kristen McNamaraWall...
View ArticleHeir Fights Doggy for Trust Fund
Just some news of interest this morning.Moms are so embarrassing, especially the ones who leave their pet chihuahua named Conchita a $3 million trust fund and the run of a Miami Beach mansion when they...
View ArticleHow To Manage Your Death Portfolio
This story is about death and taxes—and estate planning. If you don’t make appropriate financial plans, loved ones could pay unnecessary taxes, miss an inheritance, or wind up in a permanent rift. So,...
View ArticleMind the Estate Tax Gap
Lots to think about even though there is no Federal Estate Tax. Remember, there is a capital gains issue and a MA Estate Tax issue.Bloomberg Business WeekBy: Amy FeldmanSure, heirs of the ultra-rich...
View ArticlePart-time Florida couple must pay Bay State taxes
Residency is always a tricky issues. There are lots of factors to it and if you are contemplating a residency change, it is often helpful to check with an attorney before you do. There could be good...
View ArticleAssemble a Paper Trail, and Make Sure Your Heirs Can Follow It
Great article and advice from The New York TimesBy PAUL SULLIVANNO one wants to think about dying. But refusing to look at the documents that will determine where your money goes when you pass away...
View ArticleREPORT: ESTATE TAX BURDEN FALLS DISPROPORTIONATELY ON SAME-SEX COUPLES
Here is a link to an interesting and humbling study released from UCLA concerning Same Sex couples and the Estate Tax. The headline reads: New Study by Williams Institute Finds that Exclusion from the...
View ArticleNo Federal Estate Tax, but What About Your State?
As a reminder, we in MA have a $1,000,000 estate tax. Our trusts and wills account for this. If you have any questions, always feel free to email or call the office.By: Paul SullivanThe New York...
View ArticleTrying to Get Foxx's Estate Out of the Redd
Interesting story from one of my father's favorite actors. I thought you might enjoy. ShawnBy Steve FriessLAS VEGAS (March 7) -- It could easily have been the plot for a "Sanford and Son" episode: a...
View ArticleTraditional to Roth IRA conversions: Don’t be tripped up by tax implications
Another good overview from The Boston Globe.By Humberto Cruz When you try to oversimplify tax matters, you often commit inaccuracies. I’ve found plenty, from slight to gross, in the nearly incessant...
View ArticleVermont tax repeal effort draws controversy
News for our neighbors to the north.Burlington, Vermont - February 7, 2010As the Vermont legislature struggles to find $150 million worth of budget cuts this year, an attempt to roll back two tax...
View ArticleIRS Silent So Far On New US Tax Rules For Inherited Wealth
Our trusts are drafted in such a way to account for the change, but still going to be an interesting time figuring it all out.By Martin Vaughan, Of DOW JONES NEWSWIRESWASHINGTON -(Dow Jones)- The U.S....
View ArticleAs we celebrate the life and legacy of MLK
Yesterday, we celebrated the life of Martin Luther King, Jr., one of the main leaders of the American Civil Rights Movement. Dr. King devoted all of his income and talent to the movement. He died...
View ArticleEstate tax repeal seen bringing chaos
By Kim DixonWASHINGTON (Reuters) - The scheduled expiration of the tax on wealthy estates in the United States, unthinkable just days ago, has whipped the wealthy and their estate planners into a...
View ArticleBaucus to Try Next Year to Extend Estate Tax Retroactively
Washington PostDecember 16, 2009WASHINGTON -- Senate Finance Committee Chairman Max Baucus (D., Mont.) said he will try early next year to pass legislation ensuring no lapse in the estate tax, after...
View ArticleHouse votes to make estate tax permanent
By Kim DixonDecember 3, 2009WASHINGTON (Reuters) - The U.S. House of Representatives passed a permanent extension of the federal estate tax on Thursday, but the measure, which taxes estates at rate of...
View ArticleInteresting Estate Update- Howard Hughes
Real-Estate Slump Hits Howard Hughes's Heirs General Growth Bankruptcy Filing Puts Payout in Limbo.Wall Street JournalBy KRIS HUDSON Reclusive billionaire Howard Hughes was an only child, dying in 1976...
View ArticleEstate Tax Update
WASHINGTON -- House Majority Leader Steny Hoyer (D., Md.) said Tuesday he supports a move to permanently fix the estate tax at 2009 levels and expects it will be adopted by Congress before the end of...
View ArticleThe Higher Lifetime Costs of Being a Gay Couple
Interesting article that shows the complexity of life and estate planning for LGBT couples.BY TARA SIEGEL BERNARD and RON LIEBERThe New York TimesMuch of the debate over legalizing gay marriage has...
View ArticleKennedy’s will reveals more roles for Kirk
Just an interesting update on Senator Kennedy's estate.Longtime friend is executor, trusteeBoston Globe, By: Jonathan SalzmanThree years to the day before he died, Senator Edward M. Kennedy named Paul...
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