Articles 2022
Don’t Forget This Important Step After Transferring Your Primary Residence to Your Revocable Living Trust!
Georgia has a new probate law going into effect on July 1, 2023 that imposes new and additional requirements on appointed Executors. The new statute, ...
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A 2014 Handwritten Will of the “Queen of Soul,” Aretha Franklin, Declared Valid by Jury
The estate of Aretha Franklin became the center of a family dispute after the “Queen of Soul” died in her Michigan home on August 14, ...
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NEWS ALERT: New Will Probate Requirements to Notify Beneficiaries, Effective July 1, 2023
Georgia has a new probate law going into effect on July 1, 2023 that imposes new and additional requirements on appointed Executors. The new statute, ...
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Estate Planning for Married Couples with Children from Prior Relationships (Blended Families) and for Couples without Children (Updated December 2022)
Estate planning for blended families and for those without children can raise difficult issues, but viable options normally exist to keep the parties satisfied. Blended ...
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2023 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...
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Letter of Instructions: Significantly Reduce the Hassle on Your Chosen Fiduciaries (Updated July 2024)
A Letter of Instructions (LOI) is a written or electronic document that sets out all the information that your fiduciaries will need to help assist ...
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Portability Can Now Be Elected Up to Five Years After Date of Death Without the Need for Private Letter Ruling Where an Estate Tax Return (IRS Form 706) Was Not Otherwise Required to be Filed [Rev. Proc. 2022-32]
The Internal Revenue Service (IRS) has provided good news to many families by effectively extending the time to file an IRS Form 706 and make ...
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IRS Issues “Anti-Abuse” Clawback Proposed Regulations: Important for Those Attempting to Utilize the Temporarily Doubled Basic Exclusion Amount
As we discussed in several prior Newsletters, the 2017 Tax Act temporarily doubled the exemption from the Estate and Gift Taxes, known as the Basic ...
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