April 21, 2021 •
Estate Planning 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.
Read MoreApril 20, 2021 •
Estate Planning 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.
Read MoreApril 19, 2021 •
Estate Planning 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.
Read MoreApril 16, 2021 •
Estate Planning 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.
Read MoreApril 14, 2021 •
Estate Planning While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.
Read MoreApril 13, 2021 •
Estate Planning 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.
Read MoreApril 12, 2021 •
Estate Planning Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
Read MoreApril 9, 2021 •
Estate Planning 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.
Read MoreApril 8, 2021 •
Estate Planning 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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