by Kevin A. Dean | Jan 10, 2017 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TAX, TRUSTS AND ESTATE PLANNING, WILLS
No one can predict the future, but it appears likely that we’ll see some major changes the federal estate tax law following President-elect Trump’s inauguration on January 20th. A repeal of the federal estate tax has been discussed, along with what I’ll call an...
by Kevin A. Dean | Nov 14, 2016 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TAX, TRUSTS AND ESTATE PLANNING, WILLS
No one has a crystal ball, but that does not mean we should not keep our eyes and ears open. Given the drama surrounding the 2016 presidential election, there is one certainty…there could be some MAJOR changes in the federal estate tax regardless of who wins the...
by Kevin A. Dean | Jul 8, 2016 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TRUSTS AND ESTATE PLANNING, WILLS
It has been widely reported that popular musician Prince died in late April without a Will or any estate planning documents–why should this matter to a Tennessee resident? The simple answer, if you die without a Will or other valid estate planning document, all...
by Kevin A. Dean | Dec 7, 2015 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TAX, TRUSTS AND ESTATE PLANNING, WILLS
On many occasions I hear from clients and potential clients that they have given certain assets to their children based on advice from someone with claimed experience/expertise in estate planning; on many occasions, the reasons given are to protect the parent’s assets...
by Kevin A. Dean | Oct 20, 2015 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TRUSTS AND ESTATE PLANNING, WILLS
Some valuable pieces of an individual’s estate do not pass pursuant to their estate planning documents, and this portion of one’s overall Estate “Plan” is often overlooked. These assets typically include: Life Insurance proceeds, Retirement Plans Accounts, IRAs, and...
