Failures of Do-It-Yourself Estate Planning
Your DIY estate plan might miss important details.
September 17, 2021
What should a Health Care Directive include?
A heath care directive is a legal document that lets you express your health care preferences and, if you wish, designate authority to someone to make care decisions for you, if you cannot make them yourself.
September 16, 2021
Estate Planning for Same-Sex Couples
Some people might assume that estate planning is only for the wealthy. However, the reality is that anyone can, and should, engage in estate planning, regardless of wealth. Although creating an estate plan for same-sex couples isn’t totally different than for heterosexual couples, there are some considerations that are unique to same-sex couples.
September 15, 2021
Difference between Conservatorship and Guardianship
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
September 14, 2021
The Purpose of a Credit Shelter Trust
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
September 13, 2021
Keep the Vacation Home in the Family
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
September 10, 2021
Taking Medicare or Employer’s Health Plan
Should we take Medicare or keep an employer health plan?
September 9, 2021
Choosing between Assisted Living or Memory Care
Learn about two common senior living types—assisting living and memory care—and how to determine the best care for your elderly parent or spouse.
September 8, 2021
Selling a Home in an Irrevocable Trust
I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?
September 7, 2021
New Installment of The Estate of The Union Podcast
In this new installment of The Estate of The Union Podcast, Brad Wiewel is joined by Ann Lumley, JD, the Director of After Life Services
September 2, 2021