April, 2022

Where Are the Originals of Estate Planning Documents That Have Been Superseded?

Hmmmm, good question.  Probably one that you have never thought about.  This issue came up for discussion during a recent departmental meeting.  As attorneys change firms, they may bring files and other documents with them to their new firm.  And, sometimes, those documents include originally signed Last Wills and Testaments of individuals who may not […]

Share

Read More →

Read More →

Duties of a Trustee

You have completed your estate planning and have created a trust.  Do you know what the duties of your named trustee are? You are probably thinking – the trustee has to take care of the assets, pay any related bills, file any required income tax returns and make distributions.  Am I on the right track […]

Share

Read More →

Read More →

Would You Help Someone Die?

What would your reaction be if someone you loved asked you to help them die?  If someone was diagnosed with a terminal illness and the loved one was taking the necessary steps to acquire the medication necessary to end their life in their own timing, how would you feel?  It is becoming more available for […]

Share

Read More →

Read More →

Special Saturday Help from IRS Available Without an Appointment on April 9, 2022

As the federal tax filing deadline approaches later this month, the Internal Revenue Service announced that many Taxpayer Assistance Centers (TACs) will be open around the country this Saturday, April 9, 2022 for face-to-face help. This special Saturday help is available from 9 a.m. to 4 p.m., and no appointment is needed. Normally, TACs are […]

Share

Read More →

Read More →

Top