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AdminPost-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 for more flexible management of these accounts. Facts. In the PLR, the …
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 tax refunds. Later that year, in Anne Batchelor-Robjohns, et al. v. United States, Case No.
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 GRIT involved the retention by the grantor of income interest in a trust for a … and more »
U.S. News & World Report Drastic 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 couples now that the Treasury Department and the Internal Revenue Service recognize these marriages for federal tax …Treasury Department Recognizes All Legal Marriages for … Read more
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 expanded to also include leaving a legacy and making a difference in the world after death. Over the past decade, expiring …
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 of the estate planning puzzle. A will that supports a trust is known as a pour over will. It's main purpose is to direct estate … Read more
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 Advanced Estate Planning Institute at the Raymond James Institute of Finance, said …
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 after your death. Your first course of action may be to have an attorney draft a will for you. But as you start to explore … Read more
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 handle their elderly parents' estate. ''I thought putting everything in a trust was supposed to protect the money …
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, Sept. 5, from 6 to 7:30 p.m. in Courtroom 1. The aging former public library is in serious need of …