Nobody likes to think that their heirs will go at each other tooth and nail after the will is read -- but it happens. Sometimes, there are simmering resentments between family members that come to the surface after a death. Other times, someone just really believes...
Kirtland & Seal, L.L.C.
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Month: February 2018
Don’t forget your loved one’s final tax return
If you're the executor of someone's estate, one thing that's easy to overlook is the deceased's final tax filing. It's an important part, however, of handling his or her estate. If you're already overwhelmed with the duties associated with the deceased's funeral and...
How do the new tax reforms affect estate plans?
Estate plans are rarely "one and done." They need a little maintenance to keep them healthy over time. Anytime there's a major overhaul of the tax code is a good time to review your estate plan and see what might have changed for you and your heirs. Based on the most...
How do you stop the financial exploitation of a senior?
Financial exploitation can happen to anyone. There are plenty of con artists and thieves out there willing to take your money. Some seniors are, unfortunately, at the most risk from members of their own family, neighbors and friends. A family member, neighbor or...
Avoiding Financial Planning Mistakes for Special Needs Children
Worried about your special needs child’s financial future? You don’t have to be. Here are six important considerations when planning for your child’s financial future: Set up beneficiary designations properly: When designating beneficiaries for IRAs, company...
Stepmothers and stepchildren drive many estate fights
Stepmothers have always had a bad image in popular mythology. Snow White certainly had trouble with hers. Hansel and Gretal didn't fare much better. It turns out, many stepchildren feel like their stepmothers' interests and theirs collide -- especially when it comes...
