by Jeff Barnett | Oct 12, 2017 | Wills & Estate Planning
Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules affecting estate planning for single individuals. Specifically, here are the significant estate changes in the American Taxpayer Relief Act: The 2017 federal estate tax...
by Jeff Barnett | Sep 21, 2017 | Fraud
Holidays bring friends and families together. But sadly, they also bring an increase in the frequency of financial frauds against elderly people, according to the Metlife Study of Elder Financial Abuse. Nursing home fraud is a little known risk that is frequently...
by Jeff Barnett | Aug 8, 2017 | Wills & Estate Planning
The death of a loved one is always difficult but it can be even more challenging if you are the one who must handle all the resulting tax responsibilities. There are a couple different ways you can assume the required duties: You may be named as the executor of the...
by Jeff Barnett | Jul 10, 2017 | Business and Corporate, Divorce, Family Law
Sometimes estranged spouses can remain fair, rational and civil during divorce proceedings. But in other cases, a divorce can turn ugly. When the couple’s assets involve a business interest, the situation can be extremely complex. Husbands and wives may become...
by Jeff Barnett | Jun 20, 2017 | Wills & Estate Planning
In the world of college financial aid, good estate planning strategies often result in less financial aid for your child or grandchild. For instance, a strategy included in many estate plans involves making annual tax-free monetary gifts to children. Annual gifts can...
