Kelly Spott

Tax and Wealth Advisor Alert: What Should You Do If You Are Named Trustee?

Perhaps a friend or loved one has recently passed away and has named you as the trustee of their trust.…

3 years ago

FEMA Launches COVID-19 Funeral Assistance Program

Under the Coronavirus Response and Relief Supplemental Appropriations Act of 2021 and the American Rescue Plan Act of 2021, the…

4 years ago

Tax and Wealth Advisor Alert: Estate Planning During the COVID-19 Crisis–Ensuring Your Documents are Legally Enforceable

The estate planning team at O’Neil Cannon is safely helping clients create estate plans, or update existing estate plans, during…

5 years ago

Tax and Wealth Advisor Alert: The Potential Impact of Post-Valuation Date Events on Gift Tax Valuations

When a gift is made, the fair market value of the gift must be determined for federal gift tax purposes.…

5 years ago

Aretha Franklin’s Estate: Are Handwritten Documents Valid Wills?

Aretha Franklin’s heirs are embroiled in a court battle due to several handwritten documents that the Queen of Soul wrote…

5 years ago

Tax and Wealth Advisor Alert: How to Make Spendthrift Trusts Work for You

When we think of children blowing through trust funds, we often envision the rich and famous. The reality, though, is…

6 years ago

Tax and Wealth Advisor Alert: How Much Should a Trustee Be Paid?

Let’s say you have been named trustee of a loved one’s trust. Now, you’ve just found out how much time…

7 years ago