Estate & Tax Planning
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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Q&A with Loraine: My father has five children between my stepsiblings and me. How will his house be split?
Question: My father passed away in October. His wife died about eight years ago. I’m the oldest child from his first marriage, and he has ...
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Q&A with Loraine: My father passed, and his estate went to my mother. Now my mother has passed. Who receives the estate now?
Question: My father passed, and his estate went to my mother. Now my mother has passed. Who receives the estate now? Loraine’s Answer: If your ...
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Q&A with Loraine: I would like to leave my estate to close friends. How do I prepare my Will with my friends in mind?
Question: As a single woman who has never been married and has no children, I would like to leave my assets to close friends when ...
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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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Q&A with Loraine: My Sister Was Adopted by my Dad. Are Her Biological Father’s Children Entitled to Her Estate?
Question: My sister, whom my late father adopted, passed recently. She had no living spouse and no children or grandchildren. Her biological dad, who is ...
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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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