Mr. Turza's service really helped me. He finished this task within 2 months, which I thought would take a year or so. From the very beginning he was very confident about what he was promising and finally he did it what was promised at the beginning of this matter.
My wife's life insurance claim was turned down by insurance company and I was asked to open a probate. But Mr. Turza pursued the insurance company to pay full benefits within 2 months without opening probate.
He even guided me about gift tax even after we finished our business.
He was very prompt in returning my every call and addressing each query.
I am completely satisfied with his work and would definitely recommend Mr. Turza's service to anyone who is looking for estate service.
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D. Patel
Indianapolis, IN
The Estate Law Blog
Posted August 19, 2010 by Gregory P. Turza Estate Planning, Estate Taxes
Do you need to have an estate before you bother getting an estate plan? The answer is, probably, especially if you have minor children. Even if you are young with very little in assets, there are five estate planning tools that you should not live without.1. If you have minor children and you are lost to them while they are still young, who will take care of them?Guardians do not invest and distribute your money. The guardians are the ones who get your children up in the morning, make them do their homework, take them to the dentist, etc. Guardians have the responsibility of raising your...
Posted August 12, 2010 by Gregory P. Turza
It took Illinois five years but we are finally going to be compliance with a Federal law that was passed in 2005. It is called the Deficit Reduction Act of 2005 and it radically changes the rules of Medicaid qualification for the payment of nursing home expenses.
I will write more when I have had a chance to review them. For now there is one very important point which is misunderstood by the media and even many attorneys. That is, Medicaid planning is not dead. The new rules make it more difficult but we are still doing both types of Medicaid planning, namely:
1. We are doing pre-planning....
Posted July 30, 2010 by Gregory P. Turza
As I am an attorney who does estate administration I probably attend more funerals than most. Funerals are awkward and it isn’t easy coming up with the right things to say.
David Kessler, author of “The Needs of the Dying," does an excellent job of providing a list of the worst—and best—things to say to the deceased’s loved ones in the article linked to below.
Be sure to scroll down and read the explanation as to traits that underlie both the worst and the best.
You may go to the full article here.
Posted July 27, 2010 by Gregory P. Turza
Bankruptcy can be a vital estate planning tool for some. My colleague Suzann Becket is a fellow member of Wealth Counsel. She recently posted the below suggestion that bankruptcy is one tool that fits into your estate management tool set.
What do Abraham Lincoln, MC Hammer, Johnny Unitas, and Walt Disney have in common? They all filed bankruptcy at some point in their lives. These men were all at the top of their field at some point in their professional lives. In some cases, such as Lincoln and Disney, the bankruptcy came relatively early. By taking stock of their situation,...
Posted July 14, 2010 by Gregory P. Turza Estate Planning, Taxes
At the end of 2009 many people in declining health struggled to stay alive until January 1st so that their heirs would pay no estate taxes in 2010, the year the estate tax is repealed under the Bush tax cuts passed in 2001.
Now that we are facing the return of the estate tax in 2011 the incentive is reversed. This Wall Street Journal article does an excellent job of explaining the morbid options that an indecisive Congress has left the taxpayer with. Click here for the full article “Too Rich to Live?”
To make matters worse, Majority Leader Harry Reid (D-Nev.) has vowed to obstruct any changes...
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