Estate and Trusts
The Weekly Scenario from Steve Shane – 12.6.13
Question: My spouse and I intend to divorce, but I still wish to leave him a portion of my estate. …
Read MoreThe Weekly Scenario from Steve Shane – 12.2.13
Question: What are some of the reasons for estate or “probate” litigation? Answer: When someone dies, the probate process often…
Read MoreThe Weekly Scenario from Steve Shane – 11.04.13
Question: Are non-citizen residents of the U.S. subject to estate and gift taxes? Answer: Yes, non-citizen residents here in the…
Read MoreThe Weekly Scenario from Steve Shane – 10.28.13
Question: I am turning 70 next month and I will soon be required to take minimum required distributions from my…
Read MoreWhat happens if I die without a Will?
You have worked your entire life to provide a good life for your family. You have a beautiful house, lots…
Read MoreThe Weekly Scenario from Steve Shane – 10.21.13
Question: My uncle is entering into a nursing home and my aunt needs an additional source of income for her…
Read MoreThe Weekly Scenario from Steve Shane – 10.14.13
Question: My dad mentioned to me that he would like me to have his house when he passes away. I…
Read MoreThe Weekly Scenario from Steve Shane – 10.7.13
Question: My primary residence is in Florida and qualifies as a Florida homestead. Are there any restrictions on how I…
Read MoreTips for Selecting a Trustee
In life, we have many difficult questions to answer. Selecting a trustee should not be one of them. Yes, you…
Read MoreThe Benefits of a Payable on Death (POD) Account
It is natural for a person to want to leave money for their loved ones. However, this is sometimes easier…
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