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Six of the Worst Assets to Inherit

Leaving these assets to your loved ones may be more trouble than it’s worth. Here s how to avoid adding to their grief after you re gone.

New yorkUnited statesDungey doughertyMarissa dungeyT eric reichNational rifle association institute for legislative actionGiffords law center to prevent gun violenceGetty imagesReich assetGiffords law centerPrevent gun violenceNational rifle association instituteGreat aunt louise

Ask The Experts: The Corporate Transparency Act

The Corporate Transparency Act

Dungey doughertySusan lippFinancial crimes enforcement network finFinancial crimes enforcement network

Is Blood Really Thicker Than Water?

What happens if your client wants to leave assets to friends rather than relatives

New yorkUnited statesJames doughertySara murphyLlpin mineolaDungey doughertyAvi kestenbaumGoldstein breitstoneNew york timesFriends are your primary concernThem out

Ask the Experts: Estate Planning Q&A for Financial Advisors

Tuesday, April 18, 2023 | 11:00 AM ET

Dungey doughertySusan lippJamesi doughertyMartinm shenkman

Will a Request for an Estate/Gift Tax Transcript Trigger an Audit?

The IRS say, "no," a request for a transcript or status update on estate/gift taxes won’t affect the likelihood that the IRS will audit the returns.

Lisam piehlJames doughertyDungey doughertyRevenue serviceAmerican bar association section of taxationInternal revenue code sectionInternal revenue serviceSelf employed divisionAmerican bar association section

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