Friday December 1, 2023
News
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Personal Planner
Wills - Good and Bad
Where is the Missing Will? More than 40 wills were submitted to the probate court, with a multitude of potential heirs each claiming to be the true recipients of the estate of Business Owner who passed away in 1976. With a $2.5 billion estate at...
Washington News
National Tax Security Awareness Week
On November 17, 2023, the Internal Revenue Service (IRS) and its Security Summit partners announced the annual National Tax Security Awareness Week that focuses on protecting the financial information of taxpayers and tax professionals. The 8th...
Savvy Living
How an Incentive Trust Can Influence Your Heirs
What can you tell me about creating an incentive trust? I have concerns about my heir’s financial management skills and would like them to meet certain requirements in order to receive distributions from my estate. If you want to influence...
