Q&A with Loraine: Tax-free Gifts
Question: How do I give money from my brother’s estate to other family members tax-free? Background: My brother, who lived in Arkansas, recently died and
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Another Day, Another Real Life Estate Drama
by Richard Morgan Based on preliminary news reports, M. Richard Robinson, Jr., the head of Scholastic Corp., died suddenly this past June while he was out
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Q&A with Loraine: Family Home
Question: Who does my father’s home, which he previously shared with my grandmother, legally belong to? Background: My father recently died, and my grandmother pre-deceased
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Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts From Fiction (Updated July 2023)
by Richard Morgan As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should
Q&A with Loraine: Petition to Probate
Background: My father recently passed away and I have received a request to sign a Petition to Probate in Solemn Form. Even though I did
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New Funeral Expense Reimbursement Available for COVID 19 Victims
If someone in your family was one of the 600,000 Americans who died of COVID-19, you may be able to file for $9,000 in reimbursement
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Q&A with Loraine: Trusts and EINs
Question: When filing for an EIN after the death of the creator of a revocable trust does the name of the trust change from revocable
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What Should You Do Now with Significant Federal Tax Law Changes Likely on Their Way?
In 2020, we provided a three-part newsletter series on “The Perfect Storm for Advanced Estate Planning.” The convergence of three significant variables made that time
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