Category: Estates

will checklist

Aretha Franklin Died Without a Will: Why It’s Important for Everyone to Have a Plan

multigenerational family

Private Wealth Magazine Publishes “How To Address Multigenerational Estate Planning Issues”

estate and tax planning

Estate Planning for a Non-U.S. Citizen Spouse

Blended family, second marriage, estate planning

The Second Time Around: Estate Planning for Blended Families

Forbes Magazine quotes John Shoro in “Where Not To Die In 2018”

couple drawing up a will

Estate Planning for Empty Nesters

Estate Tax Repeal Could Reshape Clients’ Plans

Edith Windsor: Saying Farewell to a Brave Woman

couple drawing up a will

Estate Planning Still Critical in Uncertain Times

A “Thriller” in Tax Court: The Estate of Michael Jackson and IRS Dispute Valuation of Pop Star’s Image

The Estates of Carrie Fisher and Debbie Reynolds: Planning for the Unthinkable

Top Ten+ Overlooked Income Tax Deductions

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