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 »
Tax season is over, but you may still have questions about taxes that affect estates and estate planning, including gift taxes, estate taxes, and income
What are the Taxes that Affect a Person’s Estate? Read More »
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