Saturday, January 30, 2010

Things to Remember at Tax Time

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Tax time is rapidly approaching.  You want to file all the proper forms and take all deductions you're entitled to. Following are some ...
Thursday, January 28, 2010

Carryover Basis Complicates Planning / Settlement

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I have been asked a lot of questions about the new carryover basis rules and what this means for someone who inherits property in 2010. Simp...
Wednesday, January 27, 2010

No Estate Tax in 2010 - Good and Bad News

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There is currently no tax on the estates of those dying during 2010.   Although it is possible that Congress could reinstate the tax retroac...
Tuesday, January 26, 2010

Strange Suit Against Michael Jackson's Estate

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After reading that a taxpayer had sued the Michael Jackson estate to recover money spent for his memorial, I suspected that there would be o...

Michael Jackson's Estate Sued Over Memorial

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The Michael Jackson memorial in Los Angeles last July reportedly cost the cash-strapped city millions of dollars in police overtime and sani...
Tuesday, January 12, 2010

Laddering Fixed Annuities for Cash Accumulation

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The July issue of Advisor Today introduces a unique cash accumulation strategy that merits close attention: laddering fixed annuities. Mass...

Caregiving Complicated By Late-In-Life Marriages

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Disputes with Step-Children Increase Risk of Guardianship and Institutionalization Mrs. Staffler calls her step-daughters to inform them t...
Friday, January 1, 2010

Trust Scammers Refuse to Pay Penalty; Hurl Insults at Court

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James Nash reports in the Columbus Dispatch that the Ohio Supreme Court's attempts to collect more than $7 million from two companies a...

BIOGRAPHY

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Monty L. Donohew is an attorney concentrating his practice in estate planning, wills, trusts, succession planning, and probate, with an emph...
Tuesday, December 15, 2009

Bankruptcies Hit Retirement Communities

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The recession is hitting elderly people where they live, literally. Financial problems have been mounting at a number of assisted-living and...