My original article for this week was to update readers on the DoL Fiduciary Rule that was set to be implemented in April of this year. However, with the daily changes occurring regarding this hot topic, I felt that anything ...

Tagged with: estate planning estate taxes John N. Hamling Money Management

President-elect Donald Trump has proposed wide-ranging changes to the nation’s tax system, which will affect virtually all Americans and their advisors. Estate planners in particular face a dramatic potential impact on their practices. Potential for federal estate tax repeal Trump ...

Tagged with: Donald Trump estate planning estate taxes gifts Keeping Your Balance

In 1976 Harvard Law Professor A. James Casner, an acknowledged expert in estates, told the members of the House Ways and Means Committee: “In fact, we haven’t got an estate tax, what we have, you pay an estate tax if ...

Tagged with: estate taxes Legal Bytes

    In a case that has attracted national attention, Maryland’s top court has answered a $6 million question over the estate of late spy author Tom Clancy. A divided Court of Appeals on Wednesday sided with Clancy’s widow in ...

Tagged with: estate taxes Tom Clancy