estate planning

Estate Planning for Digital Assets

You may have an estate plan in place but have you considered estate planning for digital assets you own? Our estate plans need to keep pace and reflect our ever changing digital world. The digital age has ushered in an online and paperless society. With much of our life dedicated to the internet, we all […]

Rules for Estate Planning

Let’s look at some Rules for Estate Planning. If Estate Planning 101 were a high school or college course, the first day of class would address three questions: (1) What is Estate Planning; (2) Why do we Plan our Estates; and (3) How do we Plan? The answers to these fundamental questions are simple: Rules […]

Michael Jackson’s Estate | A Lesson in Valuing an Estate

The executors of Michael Jackson’s estate are involved in a high-stakes estate tax case against the Internal Revenue Service in the United States Tax Court. In attempting to value the estate, each side is roughly one billion dollars away from the other’s valuation. The implications for this estate tax case may only impact celebrities and […]