What are Biggest Estate Planning Mistakes?
April 8, 2022
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Beyond not making a will at all, here are the biggest mistakes that estate planning attorneys see clients make.
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How Does Gift Tax Exclusion Work?
April 7, 2022
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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.
Do You Have to Pay Taxes on Inherited IRA?
March 24, 2022
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Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
Can Grandchildren Receive Inheritances?
March 23, 2022
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Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Can I Add Children’s Names to my House Deed?
March 21, 2022
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It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
What Happens when Cryptocurrency Holders Die?
March 16, 2022
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In today’s digital era, the departed will be survived by their electronic footprints, such as iPhone photo albums, Spotify playlists—and cryptocurrency wallets.
Why Is Estate Planning Review Important?
March 9, 2022
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Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
Do I Need an Attorney for Probate?
March 7, 2022
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A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.
How Do You Pass Down a Vacation Home?
March 1, 2022
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If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
When should a Guardian or Conservator be Appointed?
February 25, 2022
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Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
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