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Estate Planning Update 2017

Estate Planning Update 2017

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...
Better Safe Than Sorry…Always a Good Idea to File Form 706

Better Safe Than Sorry…Always a Good Idea to File Form 706

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...
EVEN A PRINCE NEEDS A WILL

EVEN A PRINCE NEEDS A WILL

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...

DON’T GIVE IT ALL AWAY

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...

Don’t Forget Your Beneficiary Designations

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...
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