Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024
Protect Family Wealth from Third Generation Curse
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
April 10, 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
Use Qualified Disclaimer to Avoid Inheriting IRA
If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.
March 5, 2024
Adjustment in Cost Basis is a Crucial Tax Consideration
The adjustment in basis is a crucial tax consideration–what can it mean for you?
January 24, 2024
Strategies to avoid Inheritance Disputes
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
January 22, 2024
Estate Planning for Unmarried Senior Couples
Creating an estate plan for an unmarried couple is already challenging. However, when the cohabitating couple is in their golden years, it’s especially tricky.
January 10, 2024
Where Should You Store Your Will?
Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.
October 17, 2023