Question: My house is in an irrevocable trust with two sons as trustees. Can I move out of the house and the trustees rent it?
Connelly represents a significant shift away from previous law. This shift means that existing buy-sell agreements should be revisited and, possibly, restructured as soon as possible to reduce the risk of unforeseen negative consequences to both closely held businesses and their owners.
Question: Until recently, my mother and I lived in different states. However, she has moved in with me so that I can take care of
Q&A with Loraine: Does My Mother Need a Will if I’m Her Only Child? Read More »
Question: My brother’s fiancée died in Georgia. Her family (brothers and mother) live in Kentucky. They want my brother to administer her estate. They are
Q&A with Loraine: In Which State Should a Request for an Estate Administrator be Filed? Read More »
We’re halfway through 2024, and it’s a good time to assess how well you’re meeting any estate planning goals you set at the beginning of
Mid-Year Estate Planning Checklist Read More »
Question: My children made a very poor medical decision for me years ago, and I need to prevent it from ever happening again. We live
Q&A with Loraine: Designating Someone to Make Health Care Decisions? Read More »
Gifts of Money Planning monetary gifts carefully can help minimize possible gift tax, estate tax, and income tax consequences and maximize potential tax benefits. In
Gifting to Graduates Read More »
Question: Who would be the heir to an estate in this situation? The individual has a Will, but it is not up to date, and
Q&A with Loraine: Who Would Inherit in This Situation? Read More »
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