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This week, Sacramento estate planning attorney Carlena Tapella of Webb & Tapella law firm offers some guidance. I am the single beneficiary of an irrevocable trust, and my cousin is the trustee. The trust does not state how much the trustee can/must
Last week's Senior Advocate reviewed the liabilities associated with estate guns and the pitfalls that can lie in the handling and transfer of weapons to estate beneficiaries. Other assets that require special handling include alcohol or wine
Women Al Messerschmidt/Getty Images The Gamecocks' Jadeveon Clowney has inquired about insurance to protect against the potential financial losses from such a setback. The night before, Noel was carried off the court after landing awkwardly following
January 30, 2013 Russian millionaire Alexandre Gaydamak at a press conference in Portsmouth, England, on January 6, 2006. (Richard Heathcote/Getty Images) A single testator with an estate valued at more than the exemption amount of $5.25 million
January 17, 2013 A pedestrian walks by the Northern Trust banking company's headquarters February 25, 2009 in Chicago, Illinois. (Scott Olson/Getty Images) As an attorney I am in the business of offering a service as opposed to a tangible product.
Matthew Laurel Trinidad If you haven't done so recently, now is a great time to do some estate planning. Here's why: For at least the last several years, estate planners have been encouraging and implementing all sorts of esoteric and costly
And whatever moves you might make will depend on the size of your estate and the makeup of your assets. For example, if a couple has a large estate, say more than $10 million, they might want to consider spousal lifetime access trusts or gift trusts
Not many planners think the estate tax exempt amount will remain at $1 million most believe it will be bumped up to $3.5 million but as for the ability to move $5 million out of your estate and save a couple of million in death taxes, that window
Font Resize Barry Dolowich Tax Tips Today's column is not about making a gift of your assets as an estate tax planning tool. It is not about making gifts to your favorite charity to achieve a charitable deduction on your income tax return...Through
But the process also requires consideration of both the amount of money at stake and the beneficiary's ability to handle a potential windfall. Upon opening an investment account or life insurance policy, you will be asked to designate a beneficiary.