Betty had been a client for over 15 years. Her only daughter and her husband were deceased. Betty had two grandchildren whom she cared for deeply. Betty is a very smart woman and over the years she had come to rely heavily on her estate planning attorney for guidance. So much so, that she would…
For parents, it is difficult to watch children or grandchildren go through a failed marriage. But even worse might be the knowledge that money you left for their inheritance ends up in the hands of an ex-son or daughter-in-law. The good news is that you can take steps today to protect the assets passing to…
A married couple has special planning challenges if one spouse is not a citizen of the United States. Federal estate tax law requires that a spouse be a U.S. citizen in order to qualify for the unlimited marital deduction. The primary reason for this law is that the IRS does not want a surviving non-citizen…