Don’t make the same mistake so many celebrities, like Prince, have made Whether your estate is worth $40,000 or $400 million, the effects of poor estate planning are undeniable. Between estate taxes at the state and federal levels, more...
Read Jeffrey Steele’s entertaining take on the importance of beneficiary designations. Michael Stuart weighs in on real-life situations and how to avoid unintentionally disinheriting your loved ones.
By Jeffrey Steele Originally appearing in the Chicago Tribune Primetime section May 9, 2014. Reposted with express permission of the author.
By now you’ve heard that Congress has acted — even if at the eleventh hour — and they made the estate tax ‘changes’ permanent. We can bet that permanence has some impact, but if later Congresses want or need to change...
When I went to law school, I knew that I wanted to become a tax lawyer. So I took all the tax courses I could, and after law school, I went to work in the tax department of the...
Thirty years ago, when a loved one passed away, you could typically find one box that contained all their financial, legal and personal information. This made estate management easier to handle, but things are much different today. Now, we...
Last time we spoke about Estate Planning, Wills and Powers of Attorney, the WGN phones lit up and Bill Moller couldn’t get to but a fraction of the calls. Listen in to questions from Part Two with Bill Moller...
Effective July 1, 2011, Illinois enacted a new power of attorney law that better outlines the rights and responsibilities of those acting as your agent and the responsibilities you transfer to someone to act on your behalf. Powers of...
I was honored to meet Bill Moller as I talked with him about Estate Planning over the 4th of July weekend. (Click here to listen to our interview!) Speaking on the radio can be intimidating, especially when the studio...
Many people are being lulled into complacency thinking they don’t have to update or do estate planning because exemptions are so high that there is ‘no’ tax issue. This may not be quite true for two major reasons. One:...
- 1
- 2