Do You Have to Probate an Estate when Someone Dies?
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
June 7, 2021
Consider a QTIP trust for your Blended Family
A popular technique is to use a qualified terminable interest property (QTIP) trust.
June 3, 2021
When Should Children Receive an Inheritance?
Is it better to help your children when you’re still alive? Or wait until after you die?
June 2, 2021
A SLAT allows You to Protect Assets
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
June 1, 2021
Protecting Loved Ones from Elder Abuse
The pandemic has kept our aging parents away from us and us away from them for over a year. This isolation is not total. Some people have access, some ignore warnings and some are intent on using the pandemic to hide their actions.
May 26, 2021
Strategies to Reduce Estate Taxes
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
May 20, 2021
Estate Planning is more than a Tax Strategy
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
May 18, 2021
Tax Liabilities when a Loved One Dies
When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.
May 17, 2021
Assets not Covered by a Will
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
May 12, 2021
Deciding Who will Serve as Executor
What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?
May 11, 2021