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McNees Wallace & Nurick LLC
McNees Insights On Estate Planning

YEAR-END TAX PLANNING 2015 By David M. Watts, Jr. As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. Factors that compound the challenge include...

Liza Weiman Hanks
Ask Liza: Should We Create a Living Trust?

Dear Liza: We are a married couple in our early and mid 30s with a one year old son living in Southern California. I have been looking at setting up a trust and/or will for our little family but not sure what is needed in our scenario. My husband and...

Liza Weiman Hanks
Ask Liza: What Capacity Is Required To Change Beneficiary Designations?

Dear Liza: Can someone with stage four Parkinson’s change the beneficiary on their life insurance? My answer is: it depends. That’s a pretty lawyerly answer, I know, but the thing is that whether or not someone has legal capacity is fact...

John Dedon
John Dedon on Estate Planning: Kardashian Family Continues to Teach Estate Planning Lessons

My March 30, 2015 Post, discussed how Kris Jenner, the matriarch of the Kardashian family, was confused about the difference between 1) her Will and the role of the Executor, and 2) her Living Will and the role of the agent. In an episode of "Keeping...

John Dedon
John Dedon on Estate Planning: Good news on Estate Tax Exemption

The IRS recently announced the inflation adjusted figures for gift and estate tax exemption amounts for 2016. The annual exclusion amount remains at $14,000. That is the amount that can be gifted to US citizens each year without eroding the per person...

David A. Shulman
David Shulman: ULC’s Revised Uniform Fiduciary Access to Digital Assets Act Supported by Tech Industry

By David Shulman The Uniform Law Commission is a non-profit organization that drafts “model” or “uniform” laws that can be adopted by state legislatures. Individual legislatures can then adopt the act as is, or can tweak it...