This week’s interview on Financial Insider Weekly is with attorney William D. Mahan, of counsel to Gates, Eisenhart, Dawson. Our interview subject is "Why you need a will."
Should a bypass trust be modified?
With recent changes in the Federal estate tax laws, including a current exemption amount of $5,430,000 and portability of the unused exemption of the most recently deceased spouse, many families have bypass trusts that aren't tax efficient. An alternative is to modify the bypass trust to include a general power of appointment in favor of the creditors of the surviving spouse.
What are your rights as a beneficiary of an estate or trust?
This week’s interview on Financial Insider Weekly is with attorney Michael Desmarais. Our interview subject is "Your rights as a beneficiary of an estate or trust."
What is different about estate planning for a second marriage?
This week’s interview on Financial Insider Weekly is with attorney Michael Desmarais. Our interview subject is "Estate planning for a second marriage."
What federal reporting is required for foreign assets?
This week’s interview on Financial Insider Weekly is with CPA and attorney David Holward of Loomis & Co., CPAs, LLP. Our interview subject is "Foreign account reporting update."
Should a bypass trust be terminated?
This week’s interview on Financial Insider Weekly is with Jennifer Cunneen, attorney at law of Hopkins & Carley Our interview subject is "Should a family bypass trust be terminated considering recent federal tax law changes?
What are your rights as a beneficiary of an estate or trust?
This week's interview on Financial Insider Weekly is with attorney Michael Desmarais Our interview subject is "Your rights as a beneficiary of an estate or trust."
How can a collaborative team help preserve your legacy to your heirs?
This week's interview on Financial Insider Weekly is with attorney Alan L. Nobler. Our interview subject is "How a collaborative team can help preserve your legacy."
What are the tax benefits of charitable remainder trusts?
This week's interview on Financial Insider Weekly is with attorney Raymond Sheffield of the Sheffield Law Office. Our interview subject is "Charitable Remainder Trusts."
Should a family bypass trust be terminated considering tax law changes?
This week's interview on Financial Insider Weekly is with attorney James V. Quillinan of Hopkins & Carley. Our interview subject is "Should a family trust be terminated considering recent tax law changes?."