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Sparing Beneficiaries Capital Gains Tax on Bypass Trust Assets

As we have previously noted on this blog, the need for a bypass trust in estate planning has dwindled since Congress made portability a permanent feature of tax law, but there are still some uses forREAD MORE >

Cohen Family Involved in Will Dispute in NJ

Legal problems regarding a last will and testament are never a source of joy for families, even for the party or parties who initiate them in hopes of getting more of what they deserve, perhaps especiallyREAD MORE >

Who Will Inherit Paul Walker’s Estate?

The sudden death of a loved one can be incredibly stressful for any family. But when that person dies without having written up a will, this trying time can become that much more difficult to handle.READ MORE >

Make Sure Your Beneficiary Designations Are Updated

Most of our California readers have dealt with beneficiary designations at one point or another. Beneficiary designations are specifications as to who will receive the proceeds of an account at the death of the account holder.READ MORE >

When an Ex-Spouse Has the Right to Life Insurance Proceeds

Divorce can cause a lot of complications in a number of areas of life. One of those areas is estate planning. Take just one estate planning issue: beneficiary designations. These, of course, refer to selections regardingREAD MORE >