Social Security Loopholes Closed but Questions Remain
Some popular Social Security loopholes for married couples have been closed but some strategies remain. Recently Congress closed a couple of S... Read More »
Tag Archives: Estate Planning Attorney
Tags: Elder Law, Estate Planning Attorney, Social Security
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A Billion Dollar Estate Faces a Challenge
A wealthy man has passed away in China leaving his estate worth more than a billion dollars to charity resulting in his sons challenging the will. Yu ... Read More »
Tags: Charitable Giving, Estate, Estate Planning Attorney, No Contest Clause, Will Contest
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An Incentive Trusts Can Presents Problems
The limitations of incentive trusts should be considered carefully as people attempt to encourage their heirs to succeed. There is often considerable ... Read More »
Tags: Estate Planning Attorney, Heirs, Incentive Trusts, Trust Beneficiaries
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