RECENT POSTS
Accidental Disinheritance: Update Wills, Estate Plans Annually
Gift Tax, Trusts & Estate Planning Attorney by Kira S. Masteller 818.907.3244 So you have an estate plan? Good for you. You funded it? Even better. But have you updated it and your will in
Benefits of an Irrevocable Life Insurance Trust as Security for Support
by Kira S. Masteller and Anthony D. Storm Divorce or separation agreements often require one spouse to maintain life insurance as security for their support obligation. Attorneys often do not address the tax implications if
Tony Soprano’s Run In With the Tax Man
by Robert A. Hull Many of us who were fans of the HBO show about a fictional New Jersey mafia family, The Sopranos, and actor James Gandolfini in particular (who played mob boss Tony
Designated Beneficiary Assets: Consider Your Income, Capital Gains & Estate Taxes
Trusts & Estate Planning Attorney by Kira S. Masteller 818.907.3244 In the third segment of our series regarding Gift Tax & Estate Planning, we’ll examine assets that require designated beneficiaries, specifically: IRA accounts, retirement accounts, life
Using Life Insurance and Irrevocable Trusts in Estate Planning
Trusts & Estate Planning Attorney by Kira S. Masteller 818.907.3244 Continuing with Part 2 of our Gift Tax and Estate Planning blog series (we discussed Living Trusts in Part 1 of the series), we now
Your Life Insurance Review | Good Insurance Policies = Good Estate Planning
Trusts & Estate Planning Attorney by Kira S. Masteller 818.907.3244 First, let me just clarify that I do not sell insurance and I will not do an insurance policy review. But if you think you