Name a Successor Executor to avoid Problems
When someone passes away, it’s up to their executor to handle the probate process. However, what happens if the executor of a will dies?
June 12, 2023
You Need to File an Estate Tax Return
The estate tax is a one-time tax due nine months after someone dies, if their assets reach a certain threshold.
June 5, 2023
Unmarried Couples must have Estate Planning Documents
It is very important for unmarried couples to execute estate planning documents to make their wishes clear concerning the rights and responsibilities of their significant other.
June 1, 2023
Intricacies to Consider when using a SLAT
Different people have different needs, and for most people, starting with basic legal documents, such as a will and power of attorney, are a great place to start and can make a big difference.
May 30, 2023
The Estate of The Union Season 2|Episode 8 is out now!
The Estate of The Union Season 2|Episode 8 is out now! Homelessness is not going away. How we manage it can be frustrating and sometimes
May 25, 2023
Managing Debt after Death can be a Challenge for Heirs
First, debts in a person’s estate are payable from the decedent’s assets in the course of administering their probate estate or administering their living trust estate.
May 24, 2023
Tax Scams Involving Charitable Remainder Annuity Trusts
Part of the agency’s latest annual ‘Dirty Dozen’ scams, these potentially ‘abusive arrangements’ involve charitable remainder annuity trusts and monetized installment sales.
May 22, 2023
Blended Families face Unique Planning Decisions
There are many different configurations of blended families. However, they are generally made up of married couples who have children from previous marriages or relationships.
May 16, 2023
Singles Need Estate Planning for Incapacity
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
May 15, 2023
Avoid Unintended Consequences with your Planning
Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.
May 11, 2023