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The Voeller Law Firm
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The digital afterlife is among many conversations that people can engage in when making end-of-life decisions. Ignoring or evading such talks for emotional reasons may have the opposite desired outcome in the end, and prevent loved ones from enjoying their limited time together. Have you considered how many digital accounts... Continue reading
Posted May 29, 2015 at San Antonio, TX Estate Planning
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Smartly setting up trusts requires knowledge of state tax laws, not just federal rules. “Each state has its own little unique twists and turns,” says Heather Flanagan, a senior wealth planner at PNC Wealth Management. “It’s kind of a hodgepodge right now. It would be nice to have some uniform... Continue reading
Posted May 28, 2015 at San Antonio, TX Estate Planning
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Photo: Christie's (inset); Helayne Seidman The long-time boyfriend of a filthy rich art collector who left $100,000 to two waitresses is fighting to get himself a much larger serving of his late lover’s fortune. Art collector Robert Ellsworth’s boyfriend is not actually disputing that over-the-top tip. But he is disputing... Continue reading
Posted May 27, 2015 at San Antonio, TX Estate Planning
Kathleen Hilda Ryan, a woman with Mullingar roots, died in Greenwich in the UK in October 2013, at 83 years of age. She left no will, but she did leave behind a small fortune of $788,000 (£500,000). Since then, no relatives have stepped forward to claim the inheritance. Kathleen had... Continue reading
Posted May 26, 2015 at San Antonio, TX Estate Planning
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Two months ago, a lawyer for a descendant o f former President John Adams demanded that a Quincy trust established by Adams nearly 200 years ago be returned to the family’s control. A trust created by President John Adams is still operating and there might be a dispute over control... Continue reading
Posted May 25, 2015 at San Antonio, TX Estate Planning
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A 54-year-old O’Fallon, Missouri man was sentenced Friday for scamming lenders by telling them he was the beneficiary of a multi-million dollar inheritance, U.S. Attorney Richard Callahan said. Fox 2 Now reported the story in an article titled "O'Fallon man sentenced for bogus inheritance tale." A Missouri man, Dana Jefferson,... Continue reading
Posted May 25, 2015 at San Antonio, TX Estate Planning
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Sumner Redstone, the controlling shareholder of CBS Corp. and Viacom Inc. Photographer: Jonathan Alcorn/Bloomberg “I can tell you that careful planning has been done so that estate taxes at Sumner’s death will not require a forced sale of the stock,” Bishop said. “I cannot give you any other information about... Continue reading
Posted May 24, 2015 at San Antonio, TX Estate Planning
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Along with all the other paperwork that comes with being newly widowed, Roberta Bekerman had to persuade Delta Air Lines that she was entitled to inherit her husband’s frequent-flier miles. The company’s policy says that its SkyMiles, as they are called, may not be transferred “under any circumstances,” including death.... Continue reading
Posted May 23, 2015 at San Antonio, TX Estate Planning
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A dying man left money in his will as a surprise for his best mates, so they could go on a boozy holiday together. Roger Brown of Swansea, England recently died of prostate cancer at the age of 67. It came as a surprise to his friends that Brown left... Continue reading
Posted May 22, 2015 at San Antonio, TX Estate Planning
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A Walnut Ridge woman was arrested Thursday for forging a will after someone else had died. KAIT reported the story in an article titled "Woman arrested for forging new will after someone died." An Arkansas woman, Kimberly Dement Dotson, has been arrested for allegedly forging the will of an elderly... Continue reading
Posted May 21, 2015 at San Antonio, TX Estate Planning
Failing to take action or making the wrong moves can be costly for you and your heirs. Here are six blunders experts told us they see most often, and what to do instead. Estate planning experts have noticed some trends over the years when it comes to making mistakes in... Continue reading
Posted May 1, 2015 at San Antonio, TX Estate Planning
The U.S. House of Representatives this week passed a bill to provide gift tax certainty to individuals who make gifts to 501(c)(4) social welfare organizations, 501(c)(5) labor unions, and 501(c)(6) trade associations. In a related move, the House also passed a bill to repeal the federal estate tax (H.R. 1105,... Continue reading
Posted Apr 30, 2015 at San Antonio, TX Estate Planning
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A Brooklyn woman scammed $300,000 from her friends by telling them she had inherited a boatload of cash but needed their dough to pay off the estate’s taxes and liens, prosecutors said Tuesday. Have you heard of the standard inheritance scam? A scammer pretends to be an attorney or estate... Continue reading
Posted Apr 29, 2015 at San Antonio, TX Estate Planning
The United Jewish Appeal claims it was supposed to get the remainder of a trust set up by building mogul Bill Gottlieb, who died in 1999, according to a filing in Manhattan Surrogate’s Court. Gottlieb’s late sister’s husband, Irving Bender, eventually became the beneficiary of the trust, and ­allegedly blew... Continue reading
Posted Apr 28, 2015 at San Antonio, TX Estate Planning
With the fate of the bill against the estate tax yet to be determined by the Senate and President, let’s reflect on the top ten reasons the death tax deserves to die. Many people wonder why the estate tax would be repealed and why there is so much controversy surrounding... Continue reading
Posted Apr 27, 2015 at San Antonio, TX Estate Planning
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“This family tried so hard to make sure they did with the tractors what their loved one most likely would have wanted — selling some and keeping the rest for the next generation. After Dave's death, they found a list he had left, letting them know which tractors meant the... Continue reading
Posted Apr 17, 2015 at San Antonio, TX Estate Planning
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A bill in the General Assembly would treat individuals' Facebook, Twitter, email and other online accounts the same as physical assets after death. By default, the law does not treat digital assets the same way that it treats physical assets. After a person passes away, physical assets become part of... Continue reading
Posted Apr 16, 2015 at San Antonio, TX Estate Planning
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19-year-old daughter Becky loved sharing her life on Facebook. When she fell terminally ill with a brain tumor, and lost speech and movement, her mother Louise would log in with Becky to help her stay in touch with her friends. Becky died in 2010 but Louise continued to access her... Continue reading
Posted Apr 15, 2015 at San Antonio, TX Estate Planning
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Whether a family business is big or small, succession planning is important to avoid family feuding or damage to the business. Here are some tips for avoiding mistakes in succession planning. Will your business live on after you pass away? Many family businesses begin life as the dream of a... Continue reading
Posted Apr 14, 2015 at San Antonio, TX Estate Planning
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If you can’t find the life insurance policy of a deceased relative, here’s your biggest problem: There’s no central, national database of life insurance policies. So if you’re hunting for a policy — and have had no luck finding the policy itself in any drawer or pile of papers —... Continue reading
Posted Apr 13, 2015 at San Antonio, TX Estate Planning
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The recently deceased continue to exist on paper, and this may be the case for some time. Meanwhile, many bankable facts -- key among them your Social Security number and personally identifiable information -- are just sort of there in the form of "zombie" purchasing power. An identity thief can... Continue reading
Posted Apr 4, 2015 at San Antonio, TX Estate Planning
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If you are the spouse that handles the finances, take my advice seriously. Don’t frustrate yourself and cause your spouse unneeded stress. Do both of you a favor by finding a professional you trust and instructing them to guide your surviving spouse through the process once you’re gone. Does your... Continue reading
Posted Apr 3, 2015 at San Antonio, TX Estate Planning
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Democratic Rep. Linda Sanchez offered a baffling defense of the death tax Wednesday during a hearing examining the sometimes unbearable burden it places on family farms and businesses. People receiving food stamps have to pass drug tests or meet work requirements to receive taxpayer dollars, Sanchez reasoned, so it’s only... Continue reading
Posted Apr 2, 2015 at San Antonio, TX Estate Planning
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The estate tax laws differ for U.S. citizens vs. non-U.S. citizens. When there is a large estate, this could mean a hefty estate tax liability for a surviving non-U.S. citizen spouse. So, what exactly is the estate tax difference between a U.S. citizen surviving spouse and a non-citizen surviving spouse?... Continue reading
Posted Apr 1, 2015 at San Antonio, TX Estate Planning
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In order to make sound financial decisions, you must have a good understanding of the rules. Receiving an inheritance is one of those situations you may have to make decisions that could impact your future finances. If you inherit a Roth IRA, the options you have are similar to that... Continue reading
Posted Mar 27, 2015 at San Antonio, TX Estate Planning