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What to do When You Are Named Successor Trustee

31 Jul

When an individual or couple creates a revocable living trust, they typically name themselves as the initial trustee.  When they become incapacitated, die, or simply become tired with the role as trustee, a successor trustee is named.  This successor usually comes in the form of a corporate trustee, professional fiduciary, or family member.  The majority […]

Estate Planning and the NBA

31 May
sterling nba

Even for those who don’t follow the NBA, many have heard the news about Donald Sterling over the past couple months.  This week, it was reported that Steve Ballmer would purchase the Los Angeles Clippers for $2 billion.  Part of what made that sale possible was product of estate planning. Donald and his wife Shelly had […]

Tax Changes for 2014

31 Jan
2014 tax law changes

With a new year comes new tax rules.  I’ve touched on some of these changes in previous posts, such as the new home office deduction and the effect of DOMA for same sex couples.  Some of the more talked about changes have come from the Affordable Care Act (Obamacare or the ACA).  While the ACA […]