Do You Pay Taxes on Wedding Gifts?
Even if you clearly don’t owe taxes, you may have to report gift amounts should you give more than $18,000 in 2024 to a specific individual.
April 9, 2024
Inheritance Trust allows Families to Protect Heirs
Learn from a teen’s loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family’s future financial decisions.
April 4, 2024
Risks of Adding a Child as a Life Insurance Beneficiary
Discover why adding your child as a life insurance beneficiary has inherent risks and explore how trusts and appointing a legal guardian can best ensure that your child’s future is secure.
March 27, 2024
The Complexities of Co-Owning a Vacation Home
Explore the benefits and challenges of co-owning a vacation home, and how an estate planning attorney can help prevent potential disputes.
March 26, 2024
The Estate of The Union Season 3|Episode 3 is out now!
The Estate of The Union Season 3|Episode 3 is out now! Taxes come in all favors. Sales taxes, excise taxes, capital gains taxes, etc. We
March 21, 2024
When Gift Tax Return Should Be Filed
There are many people who know estate planning quite well but draw blanks when issues about gift tax returns are raised.
March 20, 2024
Crummey Trusts are an Option to Gift to Minors
Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
March 18, 2024
Business Owners needs Succession Planning
There are two sides to a succession plan. One is for the operation of the company, and the other is for the ownership of the deceased owner’s share.
March 14, 2024
Understanding Marital Trusts in Your Estate Plan
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
March 12, 2024
How Does an Estate Plan Address Young Beneficiaries?
Minor children and young adult beneficiaries in particular need more specialized provisions to protect both the assets and the beneficiaries.
March 6, 2024