Ways to use a No-Contest Clause in your Planning
No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.
September 25, 2023
Tools to Minimize or Avoid Estate Taxes
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
September 20, 2023
What Type of Trust is best for You?
While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
September 19, 2023
Carefully Consider naming Contingent Beneficiaries
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
September 18, 2023
Choosing an Executor can be a Difficult Decision
Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
September 13, 2023
Lady Bird Deed is a Tool to transfer Real Property outside of Probate
As Lady Bird deeds grow in popularity, it is important to discuss and understand the benefits and limitations of these deeds.
September 12, 2023
Avoid a Tax Nightmare with your Trust
The moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want.
September 11, 2023
Benefits and Drawbacks to a Funeral Trust
A funeral trust does have several benefits. Funeral and burial services can cost a lot of money but with a funeral trust, you can mitigate this problem in two ways.
September 7, 2023
How Parents can Help Children Buy a Home
Parents with resources could purchase the property for the child, but that often does not drive the right incentive. How then, do you get the funds to the child in the most responsible and tax-efficient way?
September 6, 2023
Cancelling Irrevocable Trust can cause Tax nightmare
Before pulling the plug on an irrevocable trust, it’s important to consider several factors like the potential tax consequences and possible alternative solutions.
September 5, 2023