< Back to Blog < Back to AlerStallings

The New Congress and Future of the Federal Estate Tax

/

by Timothy Stallings

The uncertainty and complexity of the federal and state estate taxes have many people scratching their heads in 2011. The only constant regarding estate taxes is the fact that they change on an almost annual basis. For this reason, it is vital to be proacative and begin your estate planning process to ensure …

The Rich Cry Too or Another Estate (Un) Planning Lesson

/

by Maureen Duffy

Just because you have a complicated family situation, doesn’t mean that you need a complicated estate plan. But if you have a complicated family situation and you die without an estate plan, you will be leaving your family in a bad way.

Consider the case of Sonny Bono. Sonny Bono died in a skiing accident …

Life Estate and Medicaid Planning – A Bad Idea for Ohio Farmers

/

by Timothy Stallings

In the past, attorneys commonly used the life estate approach to for purposes of obtaining Medicaid benefits. Although there were better approaches available, the life estate method continued to be the most common. Many people (including attorneys) fail to comprehend how a life estate is treated when it comes to the Medicaid recipient’s …