Living Trusts in a Nutshell
A living trust is a great estate-planning tool. Here’s why. what is a trust First, what is a trust? A trust is an entity, similar...
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Jul 2, 20203 min read
The Gift of Foresight: Why Estate Planning is a Perfect Gift for Graduating Seniors
In 2020, the end of May looked a little different than we are used to. Instead of packed commencement ceremonies and large open houses,...
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Jun 11, 20203 min read
IRS Scams: Common Scams and How to Protect Yourself
Robocalls allow scammers to target the elderly and other vulnerable individuals all over the nation. One of the most common scams involve...
Rose M. James
Nov 25, 20193 min read
Marriage: 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...
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Oct 22, 20191 min read
A Big Return to Reasonable Compensation
In this article, Sean Morrison and Miller & Chevalier Member Andy Howlett consider the application of the reasonable compensation...
Thomas Morrison
Nov 14, 20184 min read
Resurrection of Estate Tax
What 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 Morrison
Nov 14, 20186 min read
Making gifts to children
There are right ways and wrong ways to make gifts to kids. Although tax savings often motivate gifts to kids, the important...
Thomas Morrison
Nov 14, 20182 min read
New IRA opportunities in Estate Planning
Estate planning options for clients with qualified retirement plans (e.g. 401(k), 403(a) or (b), 457(b) plans) have historically been...
Thomas Morrison
Nov 14, 201811 min read
Living 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 Morrison
Nov 14, 20184 min read
Young 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 Morrison
Nov 14, 20184 min read
Estate Planning: Things to Consider
Estate planning requires consideration of both tax and non-tax issues. In most cases, non-tax issues are more important. Here some basic...
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Nov 5, 20182 min read
Estate Planning for Pets
In December 2007, the Editors of Fortune Magazine ranked Leona Helmsley’s decision to leave her Maltese, Trouble, a $12 million trust...
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