March 24, 2021 •
Estate Planning ![]()
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
Read MoreMarch 23, 2021 •
Estate Planning ![]()
Inheriting a residential property like a house marks the end of a life and the beginning of deciding what to do with the property and implementing that plan.
Read MoreMarch 23, 2021 •
Estate Planning ![]()
Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those wanting to make gifts.
Read MoreMarch 19, 2021 •
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Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.
Read MoreMarch 18, 2021 •
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If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
Read MoreMarch 17, 2021 •
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My 91-year-old mother-in-law died on Dec. 13, 2020. There was no will, so we are currently working our way through the probate process. Her income was less than $20,000 a year from Social Security and we can’t find any tax returns she filed. Was she required to file?
Read MoreMarch 16, 2021 •
Estate Planning ![]()
If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access trust, commonly known as a SLAT.
Read MoreMarch 15, 2021 •
Estate Planning ![]()
A living will is a legal document that allows you to specify the kind of care you’d like to receive in end-of-life situations. This is different from an advance healthcare directive, though either one can be an important part of an estate plan.
Read MoreMarch 12, 2021 •
Estate Planning ![]()
Larry King's handwritten will was recently obtained by outlets. It reportedly left out his estranged wife.
Read MoreMarch 11, 2021 •
Estate Planning ![]()
There's plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.
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