How Do I Keep Money in the Family?
If you’re single and die in 2020, you can have up to $11.58 million in assets before your heirs have to worry about paying a penny in estate taxes.
October 26, 2020
Your Estate Plan May Need an Audit
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
October 22, 2020
Do I Have to Accept an Inheritance?
No one has to accept inherited assets. Inherited assets can be disclaimed.
October 1, 2020
Understanding The Role Of An Executor
I have settled my mother’s estate and sent the final accounting paperwork to my three siblings. Two have signed off on the bond paperwork but my one brother is nitpicking the statements, asking for invoices for the lawyer, the CPA, etc. Can I send the other two their share of the inheritance or do I need to wait until everyone signs off?
July 30, 2020