Way you Title Assets has an Impact on your Estate
The way in which assets are titled can be vital.
August 22, 2022
Grounds for Contesting a Will
Wills often go through probate, which is the legal process for settling an estate. The rules are different for every state, so check with an attorney or your local county office to learn more.
August 18, 2022
Living Will and DNR are different Documents
Q: Is there a difference between a ‘living will’ and a ‘do not resuscitate’ order?
August 17, 2022
Even Young Adults Need a Will
These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
August 16, 2022
Dynasty Trusts offer more Control over Assets
One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
August 15, 2022
Mistakes to Avoid with Beneficiary Designations
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
August 11, 2022
Are Testamentary Trusts a Good Idea?
A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
August 10, 2022
IRS Extending Time to File Portability Exemption
The IRS issued a revenue procedure (Rev. Proc. 2022-32) Friday that allows estates to elect ‘portability’ of a deceased spousal unused exclusion (DSUE) amount as much as five years after the decedent’s date of death.
August 9, 2022
How are Capital Gains in Irrevocable Trust Taxed?
Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.
August 4, 2022
Geriatric Care Managers can make Life Easier
As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.
August 3, 2022