March 10, 2021 •
Estate Planning ![]()
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
Read MoreMarch 9, 2021 •
Estate Planning ![]()
The unprecedented quarantines to protect against the spread of the novel coronavirus have made many seniors more vulnerable to financial exploitation.
Read MoreMarch 8, 2021 •
Estate Planning ![]()
I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?
Read MoreMarch 5, 2021 •
Estate Planning ![]()
Tom Girardi, estranged husband of Real Housewives of Beverly Hills star Erika Jayne, has been placed under a temporary conservatorship.
Read MoreMarch 4, 2021 •
Estate Planning ![]()
By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
Read MoreMarch 3, 2021 •
Estate Planning ![]()
Some people are concerned that the new conservative 6-3 majority on the Supreme Court will roll back protections for non-traditional families. Regardless of the decisions at the Supreme Court, or the impact on the state family courts, there are many ways that non-traditional families can maintain control.
Read MoreMarch 2, 2021 •
Estate Planning ![]()
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Read MoreMarch 1, 2021 •
Estate Planning ![]()
Estate planning can help you pass on assets to your heirs, while potentially minimizing taxes. When gifting assets, it’s important to consider when and how the generation-skipping tax transfer (GSTT) may apply.
Read MoreFebruary 26, 2021 •
Estate Planning ![]()
When a house is sold, the seller is responsible for paying tax on the profit in the year of the sale.
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