Do You Have to Probate an Estate when Someone Dies?
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
June 7, 2021
Consider a QTIP trust for your Blended Family
A popular technique is to use a qualified terminable interest property (QTIP) trust.
June 3, 2021
When Should Children Receive an Inheritance?
Is it better to help your children when you’re still alive? Or wait until after you die?
June 2, 2021
A SLAT allows You to Protect Assets
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
June 1, 2021
Strategies to Reduce Estate Taxes
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
May 20, 2021
Protect Your Child’s Inheritance from Relatives
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
May 10, 2021
Managing an Inherited Retirement Account
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
May 5, 2021
Poor Estate Planning Decisions can be Costly
The press has made much of the handwritten will that Larry King executed in the months before he died and in which he purports to change his prior will executed in 2015, to leave his estate equally between his children.
April 15, 2021
Understanding How Special Needs Trusts Work
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
April 12, 2021
Potential Changes to the Estate Tax
Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
April 6, 2021