As the family member or loved one of someone who has recently passed away, you... [Read more...]
Death Taxes Primer: Estate Taxes vs. Inheritance Taxes
It comes as a surprise to some people that there can be a tax imposed... [Read more...]
Trustee Duties: Some Tips
With so many people creating Revocable Living Trusts today, it is not unusual for someone... [Read more...]
How Difficult Is It to Contest a Will?
If you are an heir or beneficiary of a Will, you should be notified when... [Read more...]
Start 2022 the Right Way
The New Year gives us an opportunity to start fresh. If you don’t yet have... [Read more...]
Estate Planning for the Single Parent
Every adult should have at least a basic estate plan in place; however, if you... [Read more...]
It’s Better to Give Than to Receive
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [Read more...]
Practical Lessons in Drafting
Individuals who undertake Estate Planning want to ensure that their plan works the way it’s... [Read more...]
Double Your Gifting with Spousal Gift-Splitting
As you plan your strategy for 2022, it’s important to consider gifting, including spousal gifts.... [Read more...]
Using Entities in Estate Planning
More and more families own property, assets, and businesses together. Using an entity to govern... [Read more...]
Flexible Estate Plans
Most of us can not plan when we will pass away. It could happen tomorrow... [Read more...]
What to Consider When Choosing an Executor or Successor Trustee
The executor of your Will is the person you appoint to administer and oversee your... [Read more...]
