Tag Archives: Trusts – Estates and Wealth Transfer

“61 IRS PHONE SCAMMERS INDICTED AND ARRESTED”

Portrait of Howard L. Richshafer

By Howard L Richshafer:  November 4, 2016 If it sounds too good to be true, it probably is! In recent years, thousands of people have lost millions of dollars and their personal information to tax scams and fake IRS communications. …

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The Paradigm Shift in Estate Planning

Portrait of John Eilers

Estate planning had always been focused on maximizing the amount to be left to the heirs.  Reduction of the taxable estate was the goal.  Because of the increase of the Estate Tax Exclusion to $5,430,000 (2015) for most estates, the …

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Adventures in Beneficiary Designation Land or “Winning the Battle but Losing the War”

Portrait of Edward D. Bender

Litigation concerning the rightful beneficiary of retirement accounts is becoming more common. Cases involving the beneficiary of a retirement account owned by a decedent who was divorced are especially tricky. Often the decedent who was divorced failed to change the …

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Choosing an Executor and Trustee for Your Estate Plan

Portrait of Edward D. Bender

One of the most important decisions a person must make when preparing their estate plan is who to name as the executor of their Will or trustee of their Trust. The person in charge of your estate after you have …

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Edward D. Bender to speak at the National Business Institute’s Estate Planning Seminar

Portrait of Edward D. Bender

Edward D. Bender will be speaking at the National Business Institute’s Seminar entitled, “Estate Administration from Start to Finish.” NBI’s “Estate Administration from Start to Finish” seminar is designed specifically for attorneys who either want to brush up on their …

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Greg Laux to Present at Estate Planning Seminar

Portrait of Greg Laux

Do you have a will? Do you have a trust? Do you need one? Why or why not? If you have one, how long has it been since you updated it? Do you know who will be guardian of your …

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Six Steps to Put Your Affairs in Order

Portrait of Mark S. Reckman

Mark practices in Wood & Lamping’s probate and estate planning practice.  His clientele spans Medicaid, estate planning, probate, real estate and small business. In Mark’s Medicaid practice, he counsels families facing dementia, disability and long-term health care costs. He writes …

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