June 6, 2022 •
Estate Planning 
One of the most overlooked and misunderstood tax laws–available to married farming couples–is an opportunity called portability.
Read MoreJune 3, 2022 •
Estate Planning 
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
Read MoreJune 2, 2022 •
Estate Planning 
It’s not pleasant to think about death or a medical emergency that could put you out of commission, even temporarily. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.
Read MoreJune 1, 2022 •
Estate Planning 
Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
Read MoreMay 31, 2022 •
Estate Planning 
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
Read MoreMay 30, 2022 •
Estate Planning 
An important task for an executor is submitting a detailed inventory of the estate to the probate court. What's Included?
Read MoreMay 27, 2022 •
Estate Planning 
Losing a loved one is never easy, even if you were anticipating the loss. During the hours and days following the death of a spouse or a close family member, you may be in shock and you will likely be disoriented, emotional and feeling like you’re in a constant fog.
Read MoreMay 26, 2022 •
Estate Planning 
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
Read MoreMay 25, 2022 •
Estate Planning 
A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
Read MoreMay 24, 2022 •
Estate Planning 
When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
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