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The Higher $5,430,000 Per Person Estate Tax Exemption & Exemption Portability Creates Both Opportunities and Issues For Married Couples”

by | | Elder Issues, Estate Planning, Litigation/Mediation, Tax Planning

by Francis Burton Doyle, Esq., WealthPLAN     Since the beginning of 2013, the federal estate tax exemption has exceeded $5 million per person.  The current per person exemption for 2015 is $5,430,000. This means that a married coupled combined federal estate tax...

The Problem of the Disputed Joint Tenancy Bank Account

by | | Elder Issues, Estate Planning, Litigation/Mediation, Tax Planning

by Francis Burton Doyle, Esq., WealthPLAN           Many seniors reach a point in their lives when they wish to enlist the help of their children or friends in managing their financial affairs.  In many instances, this help includes assistance with the paying of their...

Which Estate Planning Documents Require Mediation?

by | | Estate Planning, Litigation/Mediation

by  Francis Burton Doyle, Esq., WealthPLAN There has been a vicious turn in the estate and trust administration practice.  The wolves have descended and more and more estate litigation cases are being filed.  The litigation bar has found this area fertile ground to...

Is “The Descendants” A Movie Made for Estate Planners?

by | | Estate Planning, Legacy Planning, Litigation/Mediation

by Francis Burton Doyle, Esq., WealthPLAN There is a hazard in seeing a movie which involves a technical legal issue that you encounter regularly in your law practice. The hazard is that you find yourself focusing on solution to the legal issue at hand and become...

Topic Areas:

  • Estate Planning
    • Elder Issues
    • Litigation/Mediation
    • Pet Protection Trusts
    • Tax Planning
  • Law Practice Managment
    • Law Office Systems & Procedures
    • Legacy Planning
    • Marketing Your Law Practice
    • Time Management Skills

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