Rose M. JamesJul 2, 20203 minThe Gift of Foresight: Why Estate Planning is a Perfect Gift for Graduating SeniorsIn 2020, the end of May looked a little different than we are used to. Instead of packed commencement ceremonies and large open houses, t...
Rose M. JamesJun 11, 20203 minIRS Scams: Common Scams and How to Protect YourselfRobocalls allow scammers to target the elderly and other vulnerable individuals all over the nation. One of the most common scams involve...
Rose M. JamesNov 26, 20193 minMarriage: What are the legal consequences?Groucho Marx once said, “Marriage is a wonderful institution, but who wants to live in an institution?” When we think of marriage, we ten...
Sean MorrisonOct 22, 20191 minA Big Return to Reasonable CompensationIn this article, Sean Morrison and Miller & Chevalier Member Andy Howlett consider the application of the reasonable compensation standar...
Thomas MorrisonNov 14, 20184 minResurrection of Estate TaxWhat is the estate tax? The federal estate and gift tax is a unified tax on the value of all gifts made by individuals during their lives...
Thomas MorrisonNov 14, 20186 minMaking gifts to childrenThere are right ways and wrong ways to make gifts to kids. Although tax savings often motivate gifts to kids, the important consideration...
Thomas MorrisonNov 14, 20182 minNew IRA opportunities in Estate PlanningEstate planning options for clients with qualified retirement plans (e.g. 401(k), 403(a) or (b), 457(b) plans) have historically been lim...
Thomas MorrisonNov 14, 201811 minLiving Trusts in a Nutshell What is a Trust? A trust is an entity, similar to a corporation or a limited liability company (LLC), used for the purpose of holding and...
Thomas MorrisonNov 14, 20184 minYoung Adults: Do you really need an estate plan?Few young people are likely to be obsessed with what happens when they die and regard estate planning as an issue for older people. Yet, ...
Thomas MorrisonNov 14, 20184 minEstate Planning: Things to ConsiderEstate planning requires consideration of both tax and non-tax issues. In most cases, non-tax issues are more important. Here some basic ...
Lily JohnsonNov 5, 20182 minEstate Planning for PetsIn December 2007, the Editors of Fortune Magazine ranked Leona Helmsley’s decision to leave her Maltese, Trouble, a $12 million trust fun...