What’s Involved in the Probate Process?
October 15, 2020
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The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
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Mistakes New Parents Make with Money
October 14, 2020
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September is the most common birth month of the year. It’s also a good time for new parents to think about the financial side of their parental responsibilities.
Is a Family Office Structure Good Estate Planning?
October 2, 2020
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During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.
Locking in a Deceased Spouse’s Unused Federal Estate Tax Exemption
September 30, 2020
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If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
Pre-Election Estate Planning Includes a Vast Variety of Trusts
September 28, 2020
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Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
How Can I Help with My Grandchild’s College Tuition?
September 23, 2020
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Part of estate planning includes helping with the ever-escalating costs of education for children and grandchildren.
Estate Planning Needs for Every Stage
September 22, 2020
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Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
Why Funding Your Trust is So Important?
September 2, 2020
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If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
What Is a Qualified Personal Residence Trust (QPRT)?
August 31, 2020
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When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.
Estate Planning For Business Owners and Top-Level Executives
August 25, 2020
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Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.
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