By Julia Carpenter | Wall Street Journal Everyone in my family knows about my mother’s big blue binder. I jokingly refer to it as her “Book of Life.” The binder includes physical copies of important documents, directives for next of kin and information on various accounts, passwords and assets—all the paper makings of an estate plan. For years, I thought …
By David Weinstock | Kiplinger The new year has brought notable changes to federal gift, estate and generation-skipping transfer (GST) tax rules. Inflation adjustments for 2024 offer fairly substantial increases to gift and estate tax exemption amounts, along with increases to annual exclusion gifts, which individuals and families should be aware of in order to maximize the potential tax benefits. …
By Barbara Davies | Daily Mail Despite grieving her daughter Lisa Marie’s sudden death in January, Priscilla Presley will be pitching up at Glasgow’s City Halls next month at the start of a series of intimate UK talk shows about her extraordinary life. With tickets from £53.20 to £156.80 for a VIP package and ‘the chance to meet’ Priscilla herself, Elvis’s widow …
By Khadeeja Safdar | Wall Street Journal Two of Paul Newman’s daughters sued the Newman’s Own Foundation, saying its leaders have strayed from their late father’s wishes and limited their involvement in its charitable giving. The Hollywood star created the Newman’s Own Foundation in 2005, three years before his death. The nonprofit controls a food company called Newman’s Own Inc. …
By Alessandra Malito | Market Watch Ultrawealthy families with millions of dollars to leave behind as inheritances will save a lot on taxes thanks to the Internal Revenue Service’s latest portability rule. Individuals can give up to $12.06 million tax-free to their children and other nonspousal beneficiaries during their lifetime or upon death, under limits for 2022. Anything above that …
By Katherine Sayre | Wall Street Journal More than a year after former Zappos.com Inc. Chief Executive Tony Hsieh died from injuries sustained in a mysterious fire, his family and friends are feuding over the entrepreneur’s estate including financial claims based on deals scribbled on sticky notes. Mr. Hsieh, known for promoting happiness in the workplace and a fun-loving approach …
By Howard Meyers, Rose Law Group Of Counsel I. ASSET PROTECTION DISTINGUISHED FROM PLAIN VANILLA ESTATE PLANNING A. Estate Planning Estate planning generally deals with the ordinary transmission of wealth by and between different family generations. While there are numerous tax planning and family considerations that are addressed, particularly as the amount of net worth involved increases, the main …
(Disclosure: Rose Law Group represents Wild Horse Pass Development Authority in their discussion with the Arizona State Fair.) By Ahwatukee Foothills News The roar of midway rides and the smell of fried everything is coming to a place not far from Ahwatukee this fall. The State Fair Board last week voted to move the 2021 fair to the Wild Horse …
By Mara Knaub | Yuma Sun Due to continuing non-compliance and ongoing junk on properties located throughout Yuma County, the Board of Supervisors has directed the county attorney to take the property owners to court. After reviewing several individual cases presented by zoning staff, the supervisors agreed that the next step is for the county attorney to seek an order …
By Ilyce Glink and Samuel J. Tamkin | Washington Post My mom just passed away just shy of 105 years of age and her estate is a mess. I don’t want to make the same uninformed errors with my estate, so I need to plan and execute documents for my estate. Can you give me any suggestions? First of all, our …
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