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
Protect Your Child’s Inheritance from Relatives
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
May 10, 2021
Understand the limits of a Power of Attorney
The person signing the power of attorney, which gives someone else the authority to act for them, is called the ‘principal’ and the person who is given the power to act for you is called your ‘agent.’
May 3, 2021
Poor Estate Planning Decisions can be Costly
The press has made much of the handwritten will that Larry King executed in the months before he died and in which he purports to change his prior will executed in 2015, to leave his estate equally between his children.
April 15, 2021
Understanding How Special Needs Trusts Work
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
April 12, 2021
Charitable Contribution Deductions from an Estate
Ever since a group of philanthropists created the Giving Pledge in 2010, taxpayers have expressed greater interest in potential estate planning strategies that would allow them to leave a significant portion of their assets to charity upon their death.
March 31, 2021
How the Probate Process Works
Although most assets in your estate may pass through the probate process, other assets may not. It often depends on the type of asset or how an asset is titled.
March 29, 2021