June 10, 2022 •
Estate Planning 
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their house, or perhaps they wanted you to inherit a specific item.
Read MoreJune 7, 2022 •
Estate Planning 
Some estate planning problems can be avoided by proper planning, others by good practices during the estate administration process.
Read MoreJune 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 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 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.
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Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
Read MoreApril 27, 2022 •
Estate Planning 
GRATs are one type of irrevocable annuity trust used by estate planning attorneys to reduce taxes. It took a lot of hard work and dedication to acquire your wealth. You want to transfer as much of it as you can to your beneficiaries. As a result, having a large estate means you’ll have to pay quite a bit in gift and estate taxes.
Read MoreApril 19, 2022 •
Estate Planning 
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Read MoreApril 12, 2022 •
Estate Planning 
It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
Read MoreApril 7, 2022 •
Estate Planning 
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
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