Tag Archives: Elder Abuse
Trust Administration: Gifts and Personal Possessions, Internal Family Litigation, Elder Abuse
Family dynamics can be difficult to manage in the best of times. When the assets of an inherited estate are at stake, they can be even more problematic, especially when a complex family structure that includes children from multiple marriages … Continue reading
Posted in Estate Planning, Family Law, Trust Administration, Trusts & Estates
Tagged addendum to estate plan, blended family, camera, cash gifts, conservator, Elder Abuse, estate plan, family litigation, fiduciary responsibilities, gift lender letter, inheritance, insurance claim, lifetime gift, reasonable compensation, special needs, tax organizer, Trust Administration, trustees duty, video camera
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Timely Tax-Filing Topics: Divorce, 1099 Forms, Brokerage Accounts, Living Trusts, Elder Abuse
As we head into the heart of the tax-filing season, we have received many questions about a wide variety of related topics. Because we are so focused on taking care of clients during the work-week, we usually try to answer … Continue reading
Posted in Estate Planning, Filing Your Tax Return, Income Tax, Offshore Bank Account, Radio Show: Wealth Preservation and You, Tax Law, Tax Return Preparation, Trust Administration
Tagged $399, 1099 Forms, Brokerage Accounts, capital gains, cost basis, CP-2000, Divorce, Elder Abuse, estate plan trustee, Estate Planning, fiduciary responsibility, financial planner, foreign bank account, Form 1099, home equity line of credit, home improvement program, IRS, KDOW, living trusts, medical qualification program, multiple beneficiaries, non-licensed contractors, self dealing, tax filing, trust mill, trust package, Wealth Preservation and You
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