Trusts and Estates
500 Years of Generational Success or Shirtsleeves-to-Shirtsleeves: How Long Will Your Legacy Survive?
The fact that family wealth rarely, if ever, survives through more than three generation is a belief that spans the globe and almost all of recorded history. As far back as 2,000 years ago, Chinese philosophy was that “Wealth never survives three generations.” Medieval England put it this way: “Clogs to clogs in three generations,”…
Read More500 Years of Generational Success or Shirtsleeves-to-Shirtsleeves: How Long Will Your Legacy Survive?
The fact that family wealth rarely, if ever, survives through more than three generation is a belief that spans the globe and almost all of recorded history. As far back as 2,000 years ago, Chinese philosophy was that “Wealth never survives three generations.” Medieval England put it this way: “Clogs to clogs in three generations,”…
Read MoreNew IRS Tax Laws Increase Many Trusts' Tax Bills
We recently discussed changes proposed in President Obama’s 2015 budget that would modify Estate and Gift Tax provisions established in the American Taxpayer Relief Act or ATRA, which was passed by Congress in 2013. The proposal, which would take effect in 2018, would restore the Estate, Gift, and Generation-Skipping Transfer (GST) tax rates and parameters…
Read MoreExploring Myths & Misconceptions About Wills and Trusts
As much as we try to simplify the process for you, it can be difficult to sort through all the confusion about estate planning documents and the probate process. In an article posted on TCPalm.com, Florida Trust Attorney Robert D. Schwartz provides an insightful explanation of common misconceptions about wills and trusts. According to Schwartz,…
Read MoreFREE Online Estate Planning Software
Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…
Read MoreFREE Online Estate Planning Software
Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…
Read MoreWills, Trusts & Estates Prof Blog
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Read MoreHelping Children Deal with Death – Wills, Trusts & Estates Prof Blog
Children often have trouble coping with the loss of a loved one. Here are some tips to help them deal with the grieving process: First, have an honest discussion when breaking the news to a child. Let the child react … Read more: Helping Children Deal with Death – Wills, Trusts & Estates Prof Blog
Read MoreDon't miss Bob's upcoming "Learn it Live" – Wills, Trusts & Estates …
Flag Robert Keebler has recently published a podcast by Leimberg Information Services, Inc. regarding Revenue Ruling 2013-17 which determines the status of a same-sex couple lawfully married under a state that … Read more: Don’t miss Bob’s upcoming "Learn it Live" – Wills, Trusts & Estates …
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