September 25, 2020 •
Estate Planning ![]()
The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.
Read MoreSeptember 24, 2020 •
Estate Planning ![]()
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Read MoreSeptember 23, 2020 •
Estate Planning ![]()
Estate planning is a systematic method that manages the personal and financial matters of a person in case of death. The legal document for the necessary plan for death is called the Last Will and Testament, which includes the set of instructions for the condition and distribution of the estates.
Read MoreSeptember 22, 2020 •
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As part of your estate planning, don’t forget to consider a power of attorney.
Read MoreSeptember 21, 2020 •
Estate Planning ![]()
Part of estate planning includes helping with the ever-escalating costs of education for children and grandchildren.
Read MoreSeptember 18, 2020 •
Estate Planning ![]()
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
Read MoreSeptember 17, 2020 •
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Despite many attempts at repeal over the years, the modern U.S. Estate Tax has been in place since September 8, 1916. Each U.S. citizen and resident alien is entitled to a lifetime exemption from the federal Gift/Estate Tax called the Applicable Exclusion Amount.
Read MoreSeptember 16, 2020 •
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My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.
Read MoreSeptember 15, 2020 •
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You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
Read MoreSeptember 14, 2020 •
Estate Planning ![]()
We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.
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