Post-mortem 1035 Exchange of Annuity AllowedWealthManagement.comPLR 201330016 (July 26, 2013) opens a valuable opportunity for life and annuity agents, tax professionals and estate planning attorneys when advising beneficiaries by allowing…
Res Judicata and the Bar on Double DeductionsWealthManagement.comOn Jan. 5, 2012, three co-personal representatives of the estate of George Batchelor (collectively, the Estate) filed a three-count complaint seeking federal income…
Refunds and AssessmentsWealthManagement.comUntil 1990, common law GRITs were a popular estate-planning technique used to transfer trust property to the next generation at a reduced transfer tax value. A common law…
U.S. News & World ReportDrastic changes to tax and estate planning for same-sex couplesInvestmentNewsCertified public accountants, tax attorneys and financial advisers will want to revisit their estate-planning techniques for same-sex…
How to Make Estate Planning Less ComplexFox BusinessEstate planning used to be all about getting your financial affairs in order to take care of your family, but for boomers, it's…
ESTATE PLANNING: Pour over wills direct estate assets into trustnwitimes.comIt sounds sort of unnecessary to have a will in a trust estate plan but trust me, it's an important piece…
Struble completes estate planning programClarksville Leaf ChronicleAlicia Struble, an investment management consultant in the Ellis, Sneed & Struble office of Raymond James & Associates, 2321 Rudolphtown Road, recently completed the…
Beneficiary Designations Play a Critical Role in Estate PlanningThe Valley Business JournalAs you accumulate wealth over your lifetime, your thoughts may eventually turn to leaving a legacy to your heirs…
Judge allowed to hear probate caseTrib- TodayWARREN - A 61-year-old Howland man says he hopes his testimony later today in Probate Court serves as a caution for children assigned to…
Presentation Set on Berkshire Probate Court RevampiBerkshires.comA public presentation on the $2.8 million restoration of the Berkshire Probate & Family Court Building at Park Square will be held on Thursday,…