February 10, 2022 •
Estate Planning 
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
Read MoreJanuary 28, 2022 •
Estate Planning 
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
Read MoreJanuary 18, 2022 •
Estate Planning 
Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
Read MoreJanuary 7, 2022 •
Estate Planning 
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
Read MoreJanuary 6, 2022 •
Estate Planning 
One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one, is whether a grantor or non-grantor trust is more appropriate. A non-grantor trust is any trust that is not a grantor trust.
Read MoreJanuary 3, 2022 •
Estate Planning 
Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.
Read MoreDecember 17, 2021 •
Estate Planning 
What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?
Read MoreDecember 16, 2021 •
Estate Planning 
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
Read MoreDecember 9, 2021 •
Estate Planning 
Estate planning is making decisions today for what you want to happen in the future.
Read MoreNovember 24, 2021 •
Estate Planning 
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in unless an estate exceeds $11.7 million.
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