by amanda | Uncategorized
Just a few months ago I was surprised to learn about “National Make-a-Will Month” for the first time. Now, I’ve learned about another celebration called “Estate Planning Awareness Month.” Apparently, that happens in the month of...
by amanda | Uncategorized
Just a few months ago I was surprised to learn about “National Make-a-Will Month” for the first time. Now, I’ve learned about another celebration called “Estate Planning Awareness Month.” Apparently, that happens in the month of...
by amanda | Uncategorized
First Appellate Decision. In In re Troy S. Poe Trust, a co-trustee of a trust filed suit to modify the trust to increase the number of trustees and change the method for trustees to vote on issues as well as other modifications. No. 08-18-00074-CV, 2019 Tex. App....
by amanda | Uncategorized
Although the IRS is now on high alert for wealthy individuals, new and existing planning opportunities are available, such as tax-free gifts and other advantageous planning. Wealthy individuals and families should take note of recent announcements by the Internal...
by amanda | Uncategorized
Not too long ago, this blog explored the multiple lawsuits initiated by Katherine Feinstein, on behalf of her mother, Dianne Feinstein, the Senior United States Senator from California, Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum –...
