-
Recent Posts
Archives
Categories
-
Join 297 other subscribers
Category Archives: heirs
Estate Tax Attorney and Accountant Full Employment Act of 2012
Of course, that is not the title of any piece of legislation, pending or passed. In Obama’s budget proposal, presented the other day, tax rates are raised for the mostly hard-earned (and previously taxed) assets of dead people. In addition, … Continue reading
Why do families fight over an inheritance?
After 28 years+ of experience settling estates and trusts, I could tell many stories about family disputes over an inheritance. Even in families that otherwise seem perfectly functional, things can get weird very quickly after the death of a patriarch … Continue reading
Estate Planning for Digital Assets
Oddly, Idaho and Oklahoma are the only two states that have statutory provisions for the probate of digital assets. Increasingly, estate planners are going to need to consider ways to protect and pass along digital assets. Here is a great … Continue reading
Posted in Estate Planner, Estate Planning, heirs, inheritance, Probate
Tagged Digital assets, estate planner, estate planning, heirs, inheritance, probate
Leave a comment
“Inheritances are an equalizing force that mitigates the inequalities found in American household wealth.” Sounds counter intuitive, but check out this article and study: Debunking the “Sin” of Inheritance
Posted in Estate Planner, Estate Planning, Estate Tax, Executor, fiduciary, heirs, inheritance, Trust
Tagged estate planning, estate tax, heirs, inheritance, Wealth
Leave a comment
Joint Ownership of Property Between Generations
I can’t think of any situation where its advisable to use joint ownership where there’s not a better solution, except to keep people like me employed as an expert witness in the resulting litigation. Top 5 Reasons to Beware of … Continue reading
Why Wealth Disappears
Business owners and those who advise them should take note. Why Wealth Disappears.
Fighting over Mom’s Stuff
Ugh…kids at their worst. When a parent dies and the children are faced with dividing up the possessions, things can get ugly. But by taking certain steps, the survivors can avoid family warfare. How to avoid fights over Mom’s stuff
Posted in Estate Planning, Executor, heirs, inheritance, Probate
Tagged estate planning, Executor, Heir, heirs, inheritance, probate
Leave a comment
Avoiding Heir-raising Horror Stories
Encourage your clients to plan intentionally for their children. They do their children no favors when the kids are given responsibilities for which they are unprepared. Goodbye Family Fortune
DIY Wills
One’s written and properly executed Last Will and Testament is assumed by the law and by courts to be the written expression of the testator’s intentions regarding his or her estate. Even when its clear to the family and others … Continue reading
Posted in Estate Planner, Estate Planning, heirs, inheritance, Probate
Tagged estate planning, EstatePlanning, intestacy, Last Will and Testament, Testator, Wills
Leave a comment
Estate Planning and Problem Children
Here is one approach to planning for children who are struggling with and addictions, financial problems, relationship disasters, etc. Using an Inheritance to Teach Your Problem Child a Lesson
Posted in Estate Planner, Estate Planning, fiduciary, heirs, inheritance
Tagged estate planner, estate planning, heirs, inheritance
Leave a comment
Idaho Trustee 