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What you need to know about the grandparent tax; Laura Bianchi, director of Rose Law Group’s Estate Planning Dept., comments

Posted by   /  March 13, 2017  /  Estate Planning, Government and Politics  /  No Comments

How to avoid being stung by the GST tax Leaving lots of money to grandchildren, and skipping the generation in between, used to be a nifty way to beat the federal estate tax. That way, the money was subject to estate tax just once, when the grandparent left it to the grandchild. Otherwise, it would […]

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Single? No children? No will? Big mistake; Laura Bianchi, director of Rose Law Groups Estate Planning Dept. elaborates

Posted by   /  March 12, 2017  /  Estate Planning  /  No Comments

By Allen Salkin | The New York Times You would think I would know better. As an investigative journalist, I once spent months working on a series of articles about what happens to the estates of people who die without wills. It can be ugly. In New York City, politically connected lawyers, judges and contractors […]

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How to organize your home and finances in your estate; Tim Heileman, Rose Law Group Estate Planning and Asset Protection Attorney, adds information

Posted by   /  November 17, 2016  /  Estate Planning  /  No Comments

By Ilyce Glink and Samuel J. Tamkin | Washington Post My mom just passed away just shy of 105 years of age and her estate is a mess. I don’t want to make the same uninformed errors with my estate, so I need to plan and execute documents for my estate. Can you give me any […]

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Michelle Singletary: What will you leave to your heirs? Tim Heileman, Rose Law Group estate planning attorney, weighs in

Posted by   /  October 13, 2016  /  Estate Planning  /  No Comments

By Michelle Singletary | Washington Post You will die. And most of you will leave something for your heirs. (Yes, even your clunker of a car and chipped china might be fought over.) So my question is: Have you given thought to how to allocate your assets? Despite the steady drumbeat of reports that Americans […]

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Naming a trust as Roth IRA beneficiary; Tim Heileman, Rose Law Group estate planning attorney, comments

Posted by   /  September 27, 2016  /  Estate Planning  /  No Comments

By Small Business Tax Strategies | Business Management Daily Whom should you name as the beneficiaries when you convert a traditional IRA to a Roth? Usually, it’s the kids or grandkids. Strategy: Designate a trust as beneficiary instead. This way, you don’t have to worry about teenagers squandering the funds. As beneficiaries of the trust, […]

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What is Estate Planning?; Tim Heileman, Rose Law Group estate planning attorney, provides insight

Posted by   /  August 29, 2016  /  Estate Planning, Family Law  /  No Comments

EstatePlanning.com Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take […]

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When you die without a will; Rose Law Group estate planning attorney Tim Heileman defines what happens

Posted by   /  June 3, 2016  /  Estate Planning, Featured News  /  No Comments

By Jeanne Sahadi  | CNNMoney It’s hard to believe that Prince — who was famously meticulous about maintaining control over his name and music — may have died without a will. That leaves open the question of who will inherit his millions, his record label and his unreleased songs. So what happens to someone’s estate if they […]

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Prince died without a will; everyone needs an estate, says Tim Heilman, Rose Law Group estate planning attorney

Posted by   /  April 27, 2016  /  Estate Planning, Family Law, Rose Law Group  /  No Comments

Reuters Music superstar Prince left no known will when he died last week, his sister said in court documents on Tuesday listing his six siblings or half-siblings as heirs to a legacy estimated at hundreds of millions of dollars. The sister, Tyka Nelson, asked that a special administrator be appointed to handle Prince’s affairs and […]

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Regrouping after the death of a key executive; Rose Law Group estate planning and asset protection attorney Tim Heileman comments

Posted by   /  March 23, 2016  /  Estate Planning, Media and Entertainment, Rose Law Group  /  No Comments

estate planning

by Stacy Cowley | The New York Times After three years of planning and design work, XTI Aircraft, a start-up in Englewood, Colo., developing an experimental jet, was poised to finally leave the runway. The company had lined up its executive team, received its first patent and begun a crowdfunding campaign for its next stage […]

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Wildenstein trial to lift a veil on opaque art world dealings; Rose Law Group estate planning attorney Tim Heileman comments

Posted by   /  December 22, 2015  /  Estate Planning, Family Law, Featured News, Rose Law Group  /  No Comments

estate planning

By Doreen Carvajal and Graham Bowley PARIS — In 2001, when Daniel Wildenstein lapsed into a coma here just days before his death at 84, French authorities say, his two sons and a team of financial advisers began quickly reshuffling the holdings of this wealthy patriarch who had led one of the greatest art dealing-dynasties […]

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