Category Archives: Estate Tax

Executor Pitfalls

The Wall Street Journal recently ran an article highlighting some of the difficulties that can arise when a person serves as executor of an estate.  These are just a few of the pitfalls an executor may encounter.  Unfortunately, there are … Continue reading

Posted in Beneficiary designation, Charity, Debts, Estate Planning, Estate Tax, Financial Planning, Inheritance, Probate, Trusts, Uncategorized, Will challenge, Wills | Tagged , , , , , | Comments Off

Update Your Will

You should read your will at least every few years to make sure it is current. It is amazing how many people think they designated one person to serve as executor only to discover they designated someone who they now … Continue reading

Posted in Beneficiary designation, Estate Planning, Estate Tax, Gift Tax, Income Tax, Wills | Tagged , , , , , , , | Comments Off

What’s With All Those Dinner Invitations?

Do you receive invitations in your mail to attend meetings at fancy restaurants in your area? I get them all the time. So are they really free? You might be surprised to read that for the most part they really … Continue reading

Posted in Estate Planning, Estate Tax, Scams, Trusts | Tagged , , | Comments Off