Tag: Assets

We Want to Draft Your Legacy

Is it Important to have an Estate Plan?

August 22, 2022
Estate planning is not just for affluent individuals. While good estate planning can lead to desirable financial outcomes under the right circumstances, estate planning in its most basic form involves implementing the legal steps and directives that are necessary to ensure that your health and your assets are managed properly in the event of incapacity and death.
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Can Trusts Help Create Wealth?

August 18, 2022
One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
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What Happens to Stock Options when Someone Dies?

July 28, 2022
No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
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Who Should Be Your Executor?

July 26, 2022
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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Estate Planning Tips for Solo Seniors

July 15, 2022
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
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Do I Need a Generation-Skipping Trust?

June 28, 2022
Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
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What Is the Proposed IRS Anti-Clawback Provision?

June 24, 2022
The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.
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Why Is Beneficiary Designation Important?

June 23, 2022
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
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Does a Supplemental Needs Trust have an Impact on Government Benefits?

June 21, 2022
For disabled persons receiving financially based government benefits, a supplemental needs trust (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
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What are Benefits of a Revocable Trust?

June 15, 2022
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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