The Real (and Often Overlooked) Estate Planning Issues

2019-12-13T09:46:28-08:00Categories: TRO Newsletters|Tags: , , , |

 

TRO Newsletter, August, 2018 

 

The Real (and Often Overlooked) Estate Planning Issues

 

What is your primary goal with estate planning? When asked, you may answer with this: “To pay as little tax as possible.” After the Tax Cuts and Jobs Act of 2017, less than 1 in 10,000 decedents’ estates, or 0.0001%, will owe federal estate taxes. […]

Getting Granny’s Gold

2019-12-13T09:46:31-08:00Categories: TRO Newsletters|Tags: , , |

TRO Newsletter – August 2016

Getting Granny’s Gold

While anyone can fall for these schemes, elder financial abuse has become a big problem. The National Committee for the Prevention of Elder Abuse provides information to help avoid such abuse and spot such abuse when perpetrated on others such as family, friends, neighbors, and clients. Forms of abuse […]

TRO Newsletter – July 2016 Negate Probate: Settling an Estate using a Trust

2019-12-13T09:46:31-08:00Categories: TRO Newsletters|Tags: , , |

Probate is a hassle in many states, so trusts give us an alternative, more private manner in which to distribute the assets of a decedent. Here, we will take a chronological walk through of the estate settlement process and the critical elements of state law and document language that need to be addressed. Estates are […]