There are taxes on asset transfers in the United States. We have a federal estate... [Read more...]
What Is the Annual Gift Tax Exclusion?
There are taxes on large asset transfers in the United States. We have a federal... [Read more...]
Do I Pay Taxes When Someone Leaves Me Money?
There are taxes that can come into play when money is changing hands. There is... [Read more...]
How Much Can You Transfer Estate-Tax Free?
There are taxes on asset transfers in the United States, and you must take steps... [Read more...]
Two Tips to Help You Better Understand Living Trusts
Today, many people who create an estate plan include a revocable living trust as a... [Read more...]
Estate Planning Rules to Help You Stay on Track
If you have begun, or are considering beginning, the estate planning process, there are some... [Read more...]
What You Should Know About Payable-on-Death Accounts and Your Estate
As more and more people focus their estate planning efforts away from estate tax prevention... [Read more...]
Will My Heirs Be Forced to Pay an Inheritance Tax?
There can be some confusion about taxes that could be applicable when assets are changing... [Read more...]
What Is the Medi-Cal Look-Back?
Medicaid is a government run health insurance program. It is jointly administered by the federal... [Read more...]
Students, Estates, Loans, Probate, and Life Insurance
If there is one group of people that pays almost no attention to estate planning,... [Read more...]
Your Estate Plan Will Include These 4 Important Tools
Regardless of where you are in life or what you want to accomplish with your... [Read more...]
Why Estate Planning Attorneys Like What They Do
Some people are surprised to find out that a lot of estate planning attorneys love... [Read more...]
