The Estate of The Union Season 2|Episode 6 is out now!
The Estate of The Union Season 2|Episode 6 is out now! In the latest episode of Estate of the Union, Brad Wiewel is joined by
February 15, 2023
Benefits of Creating a Life Estate
Once you create a life estate, property rights vest in your heir.
February 14, 2023
What Is a Tax Reimbursement Clause?
Tax reimbursement clauses are a common clause in many trusts. Why are they used? Why are they important for you to understand?
February 13, 2023
Naming a Secondary Beneficiary is critical
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
February 10, 2023
Ideas to improve Business Succession Planning
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
February 9, 2023
Documents needed for Advance Care Planning
Depending on their medical condition, persons with dementia are often capable of making their own decisions regarding legal aspects, such as advance care planning.
February 8, 2023
Situations where Beneficiaries may pay Taxes on Life Insurance
When beneficiaries receive a payout from a life insurance policy, they typically don’t have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is taxable to the beneficiary.
February 7, 2023
Avoid leaving Co-op Ownership to Heirs
In most cases, a co-op board has enormous latitude to approve or deny the transfer of a unit’s shares and proprietary lease.
January 25, 2023
Which Bills are Paid by Estate and which by Beneficiaries?
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
January 24, 2023
Tips to Reduce Size of your Taxable Estate
Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
January 23, 2023