Steps to Ensure a Smooth Probate
The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
December 7, 2022
The Estate of The Union Season 2|Episode 4 is out now!
The Estate of The Union Season 2|Episode 4 – How To Give Yourself a Charitable Gift is out now! This is the time of the year
November 29, 2022
IRS Announced New Lifetime and Gift Tax Exemptions
The Internal Revenue Service Today announced new inflation-adjusted limits for 2023 that will allow well-off individuals to transfer much more to their heirs tax free during life—or at death.
November 15, 2022
GRATs are good Estate Planning Strategy
Grantor-retained annuity trusts, or ‘Grats,’ are a wealth-transfer technique that shift investment growth out of an estate to heirs tax-free.
November 14, 2022
Frequently Asked Questions about Series I-Bonds
Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.
October 31, 2022
Include Your Business in Estate Planning
When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
October 19, 2022
How to Manage Aging Parents Finances
Here are five ways to get started on this important issue of an aging parent’s finances.
October 5, 2022
Ways to Minimize Your Probate Estate
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
September 19, 2022
Estate Planning is critical for Blended Families
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
September 13, 2022
The Risks of Creating Your Own Estate Plan
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
September 7, 2022