In meeting with your estate planning attorney, your attorney may have said that he or she was going to issue a Crummey notice.
Why is My Excellent Attorney Issuing a Crummy Notice?
Category: Estate Planning and Probate
529 Plans – Tax-Free Savings Accounts for College: 10 Things You Should Know
By Richard F. Roth A lot of people have established a 529 higher education savings ...
Estate Planning Goes Digital in Michigan
By Geoffrey N. Taylor A CPA recently referred a 78-year-old single woman to me for ...
Geoffrey N. Taylor’s Article “When Should Clients Be Advised to Use a Corporate Trustee?” Published in Estate Planning
In this article, published in Estate Planning Magazine’s July 2016 edition, Geoffrey N. Taylor provides a non-exhaustive analysis of ...
Disinheriting A Child – A Parent’s Agony
For some it is unthinkable. For others it is seemingly necessary. Many who do it are completely heartbroken..
New Able Accounts for the Disabled
The Achieving a Better Life Experience (ABLE) Act of 2014 authorizes states to establish tax-exempt ABLE accounts