by Kathy Lane | Nov 19, 2012 | Estate Representative, Financial Agent, Settle an Estate
Identity theft of the deceased is a huge problem today. You may think that it is just strangers preying on the families of deceased loved ones. However, it is sometimes those loved ones who perpetrate the fraud. Last week in New Jersey, Jocelyn Russo, 36, pleaded...
by Kathy Lane | Jul 12, 2011 | Beneficiary Basics, Durable Power of Attorney Form, Estate Representative, Financial Agent, Health Care Agent, Health Care Power of Attorney, Living Will Form, Other Financial Directives, Other Medical Directives, Settle an Estate, Trust Assets, Trustee, UTMA Custodian, Wills and Living Trusts
Recently, the Wall Street Journal weekend edition had a very interesting article titled “25 Documents You Need Before You Die.” Basically, it says that you should make sure that the originals of all of your valuable papers are put somewhere safe and that a...
by Kathy Lane | Jun 26, 2009 | Estate Representative
The 2010 Congressional Budget Resolution recommends a personal estate tax exemption allowance of $3.5 million. The value of estates above that would be taxed at 45%. However, the language in the Budget Resolution does not provide for the “portability” of the $3.5...
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