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Blended Families... The perils of not planning

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Blended Families – The Perils of Not Planning by Greg Coffey

Estate planning can be daunting if you or your spouse has children from a prior relationship. For some, it seems so complicated that they are frozen from taking any action.

This lack of planning is unfortunate. However, it is easily (and painlessly) remedied by talking about your blended family’s circumstances with an experienced estate planning attorney.

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Missed opportunity to make a portability election...or not?

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"Missed opportunity to make a portability election...or not?" by Beth K. Flowers

In 2010, the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act (“2010 Tax Act”) introduced the concept of portability, which allows a surviving spouse to add to his or her own estate tax exemption whatever amount of exemption the deceased spouse had not used. The American Taxpayer Relief Act of 2012 then made portability permanent.

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I Was Fired By My Employer...Can I Sue?

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"I Was Fired By My Employer...Can I Sue?" by Mark S. Schuver

When most people are fired by their employer, they believe they were treated unfairly or wrongfully terminated. While that may be true, not every wrongful termination is an “unlawful” termination.

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IRS Special Agents

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"IRS Special Agents" by Rebecca Wohltman

“Knock, knock.”

“Who’s there?”

“I am Special Agent Bond with the Internal Revenue Service, and I would like to ask you some questions.” 

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Banks - Friends or Foes?

Banks Friends or Foes

"Banks - Friends or Foes?" by Bradley Small

Chances are, you will have to rely on a bank during your lifetime. You may need a loan for a business, home or for personal expenses. Don’t let the media’s portrayal of banks make you hesitant about seeking a banking professional. I can assure you that the banking industry really tries to help its customers. As an attorney at Mathis, Marifian & Richter, Ltd., I spend a great deal of my time representing banks and with clients dealing with banks.

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