An estate owning realty must file Form 4422 (Application for Certificate Discharging Property Subject to Estate Tax Lien) with the IRS if it wishes to transfer real property before filing a federal estate tax... Continue Reading
It is typically very difficult to challenge a will. Approximately 99 percent of wills pass through probate without issue. Wills are seen by the courts as the voice of the testator, the person who wrote the will. Since that person... Continue Reading
A recent Texas case illustrates the effect of undue influence in probate matters. In the matter entitled In the Estate of Clifford Eugene Everett, deceased, (No. 04-09-00050-CV, October 13, 2010) the 4th Court of Appeals of Texas... Continue Reading
Katsu and Charles Bradley of Tacoma, Wash., owned their home and had set aside a nice nest egg for their retirement years. When they could no longer care for themselves because of advanced forms of dementia, the family hired... Continue Reading
You don’t have to wait until you pass away to give your wealth to your family. In fact, in the case of large estates, it is frequently in your best interests to be generous with your children before you die. Otherwise, a large... Continue Reading