Jun 15, 2022 | Asset Protection
Business First article by Braden Lammers It could be millions of dollars or a grandma’s photo album. But to heirs, the photo album often means more than the money. That’s according to officials with Hilliard Lyons LLC’s trust company operation in Louisville. “The...
Jun 15, 2022 | Asset Protection
Forbes article by Robert W. Wood In a move tied to budgets, Canada’s Revenue Agency is cutting its top staff focused on international tax evasion. Cuts to experienced personnel who ferret out aggressive tax planning appear to be deepest, despite comments by MP Gerald...
Jun 4, 2022 | 401k, Asset Protection, IRA and 401K Business Financing, Self Directed IRA
If you have a will — and you should have one — you may have executed it after years of putting it off. You’ve paid your attorney a lot of money and given serious consideration to make the right choices and ensure that the will is air-tight. Finally your will is...
Apr 27, 2015 | Asset Protection, Retirement
Wills, Trusts & Estates Prof Blog post by Gerry W. Beyer DOJ The United States Department of Justice has launched the Elder Justice Website, as part of the Elder Justice Initiative designed to provide a coordinated federal response by emphasizing various public...
Mar 10, 2015 | Asset Protection
Forbes article by Ashlea Ebeling Here’s a tale of caution about being an executor, the person you appoint in a will to oversee your estate after your death. The cast includes a 73-year-old high-school-educated homemaker named executor of a nonagenarian cousin’s will,...
Jan 15, 2015 | Asset Protection, Retirement
Congressman Mac Thornberry filed his first bill of the 114th Congress on its opening day. The Death Tax Repeal Act (H.R. 173)” will completely and permanently repeal the Federal estate, gift, and generation-skipping taxes. The bill already has garnered 36 cosponsors....
