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
Including a POD Account in your Estate Plan
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
May 25, 2021
Tax Liabilities when a Loved One Dies
When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.
May 17, 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
Selling a Home after the Death of a Parent
My father passed away recently. How do we remove his name from the title to the home? Can we record a death certificate or have mom sign a new deed?
April 5, 2021
Preparing to meet with an Estate Planning Attorney
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
March 22, 2021
Unmarried Couples Should Have an Estate Plan
The couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.
March 12, 2021