Estate Planning

Importance of reviewing estate plans now

Obama Plans to Keep Estate Tax
Front page story in today's Wall Street Journal: Obama Plans to Keep Estate Tax, by Jonathan Weisman: President-elect Barack Obama and congressional leaders plan to move soon to block the estate tax from disappearing in 2010, suggesting the levy might...

Senate Holds Hearing Today on Outside the Box on Estate Tax Reform: Reviewing Ideas to Simplify Planning
The Senate Finance Committee today holds its third estate tax hearing this session, Outside the Box on Estate Tax Reform: Reviewing Ideas to Simplify Planning. Here are the witnesses scheduled to testify Dennis Belcher (McGuire Woods, Richmond) Shirley L...

Jackson's Estate Tax
One source estimates that Michael Jackson's estate could be liable for $80 million in estate taxes. The estate tax is usually due 9 months after the individual dies, however, payment plans are available as are interest-bearing extensions...

Life Insurance Is "Blowing Up" Estate Plans
In today's Wall Street Journal: Keep Tabs on Insurance That Covers Estate Tax, by Arden Dale: Using life insurance to cover the death tax is common practice, but the strategy is blowing up some estate plans now...

President-elect Obama favors estate tax retention
The following points are made in Jonathan Weisman, Obama Plans to Keep Estate Tax, Wall St. J., Jan. 12, 2009: President-elect Obama plans to ask Congress to prevent the estate tax from expiring in 2010 as currently scheduled...

Estate Planning is Not Just About Money
This article in the NY Times (click here to view) points out that for many families, estate planning is more about family issues than tax issues. Increasingly, wealthy families are designing estate plans to pass values of philanthropy and work onto their children, using charitable planning to split the benefits of the estate between the kids [...

Obama and the Estate Tax
If you haven't read it, today's Wall Street Journal leads off with an article about Obama and the estate tax. Actually, it's about more than just what the President-elect plans to do regarding the tax -- there's also some interesting history about the rise and fall of the anti-estate tax forces, and the battle between the rich anti-estate tax folks and the REALLY rich anti-estate tax folks...

Real Estate Brokers
Questions home sellers should ask potential brokers

Real Estate Brokers
The role brokersplay

Estate Planning
Documents: durable power of attorney, living will, letter of instruction, and insurance trust

Pre-paid Leagal Services
What are Prepaid Legal Benefit Plans

Wrestler Estate
Family of pro wrestler settle multi million dollar estate lawsuit.

Estate of Seth Tobias
$25 million estate to be split as part of settlement.

T-mobile data plans, T-mobile, t-mobile phones
T-Mobile Faces Class Action over Limited Unlimited Data Plans

Estate Planners Face Elder Abuse Class Action
California Estate Planners Face Elder Abuse Class Action

Retirement Plans
Teacher group to pay $375,000 settlement in investments lawsuit.

Killer Heir
Estate of Fred Keller pays $40 million settlement.