Estate Planning should include Consideration of Income Tax
Avoidance of estate taxes is one consideration in estate planning.
August 23, 2022
Do You Need an Attorney for Probate?
A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.
March 10, 2022
Creating a Legacy Plan
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
November 2, 2021
Failures of Do-It-Yourself Estate Planning
Your DIY estate plan might miss important details.
September 17, 2021