Tag: Heir

We Want to Draft Your Legacy

Can My Gun Collection Be Part of Estate Plan?

June 27, 2022
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
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How Does Gift Tax Exclusion Work?

April 7, 2022
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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When Should You Update Your Estate Plan?

October 26, 2021
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
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What are Your Typical Estate Plan Documents?

July 16, 2021
If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
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How Low-Interest Rates Create Estate Planning Opportunities

May 11, 2020
A more present sense of one's own mortality may drive those who have not made plans before to begin the process of creating an estate plan. For those who have existing plans, are they up to date? How does the changing economic environment affect prior decisions?
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Distributing Inherited Assets in Many Accounts

May 7, 2020
I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
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