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
Funds Available to Help Seniors Age in Place
It’s common for older adults to leave their homes and move into a new living space – like a family member’s house, assisted living facility or nursing home – but a recent effort by the U.S. Department of Housing and Urban Development is hoping to change that and help older homeowners instead age in place.
November 17, 2022
A Few Ways to Transfer Home to Your Children
Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.
November 16, 2022
Advance Directives are Critical to your Planning
Advance directives typically consist of a living will and a power of attorney for healthcare.
November 7, 2022
College Kids Need an Estate Plan
As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.
October 27, 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
Community Property Trust is Potential Tool
Getting a step-up in basis when each spouse dies can be a big tax advantage. It has not been available to those who live in common-law states. However, it may now be–through a community property trust.
October 17, 2022
The Difference between Revocable and Irrevocable Trusts
A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.
October 13, 2022
A Life Estate can help Protect your Property
Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.
October 12, 2022
The Estate of The Union Season 2 Episode 3 is out now!
The Estate of The Union Season 2, Episode 3 – Mis-Titled Assets Can Wreck Your Planning is out now! Almost everyone thinks that once they have
September 30, 2022