Category: Estate Planning

We Want to Draft Your Legacy

Medicaid Victory for Adults Caring for Parents at Home

April 21, 2021
Advocates are celebrating an important victory for individuals who provide care for their parents at home. The new decision will likely lead to a substantial expansion in the number of homes transferred to those caregivers.
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What Does ‘Per Stirpes’ in a Will Mean?

April 20, 2021
Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.
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What Is Fair in a Second Marriage and Estate Planning?

April 19, 2021
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
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Estate Planning Lessons from Celebrity Nightmares

April 16, 2021
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.
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Should a Trust Be Part of My Estate Plan?

April 15, 2021
What are the advantages of putting assets into a trust?
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What Paperwork Is Needed after Someone Dies?

April 14, 2021
While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.
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What Qualifies as a Qualified Charitable Distribution?

April 13, 2021
Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s and older to divert some of their federally taxable required distributions to charity while reducing their federally taxable income, are back after a 2020 hiatus.
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How Does a Special Needs Trust Work?

April 12, 2021
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
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What’s Happening to the Estate Tax?

April 9, 2021
Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
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Roth IRA has a 5-Year Rule

April 8, 2021
Established in 1997, the Roth individual retirement account has long been a favored option for retirement savings, due to its promise of tax-free withdrawals in retirement.
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