Monthly Archives: May 2013

Watch Out for Undue Influence

Posted on May 21, 2013 by Roger Billings

The short video by Stewart Albertson at the link below discusses how undue influence can be used to overturn a will or trust. I suggest that it be used as a warning of the importance of avoiding undue influence while parents are … Continue reading →






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The Pitfalls for Professionals Writing a Book

Posted on May 17, 2013 by Roger Billings

“Oh that mine adversary had written a book.” Book of Job 31:35 For financial professionals, writing a book is often seen as a means to garnering influence and prestige. A recent post in the Trust Advisor Blog pointed out the … Continue reading →






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Increase in Audits of Estate Tax Returns

Posted on May 16, 2013 by Roger Billings

Be careful when signing the federal 706 Estate Tax return. According to Frank Byrt of Accounting Web: The IRS scrutinized estate tax returns more than any category of individual tax returns in tax year 2011, at close to a 30 … Continue reading →






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