March 2011 - Law Firm of Jeffrey Burr

Bequests – What Happens When the Beneficiary Predeceases?

Posted on March 31, 2011 by Law Firm of Jeffrey Burr

An often asked question regarding the administration of Trust or Estate after a death occurs is: 1. What happens if the beneficiary predeceased the decedent? In this age of longevity, it is not uncommon for a beneficiary named under the terms of a Trust or a Last Will and Testament to predecease the inpidual creating […]

Using 35 Year’s Experience to Predict the Future of the Estate Tax Exemption

Posted on March 29, 2011 by Law Firm of Jeffrey Burr

During the two years before expiration of the “Bush Tax Cuts” (which, from enactment, were set to end on December 31, 2010) tax attorneys expected something to come out of Washington which would provide clarity going into 2010, the year in which the estate tax was fully phased out, and for 2011, the year […]

Social Security and Remarriage

Posted on March 11, 2011 by Law Firm of Jeffrey Burr

It is common in our law practice to visit with individuals contemplating a second marriage. Often one of the parties will have a higher Social Security earnings record from a spouse from an earlier marriage. The questions is, if you remarry, how will your earnings record and Social Security benefits be determined? Generally, if you […]