Why Is an Experienced Estate Planning Attorney Worth Their Weight in Gold?
While most Americans aren’t in the market for tax shelters, the allegations in this case are a reminder of what can happen when taxpayers ignore professional advice and common sense on taxes.
How Does Estate Planning Protect Couples with Big Age Gaps?
Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
Changes to Estate Plans After the Death of a Spouse
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
How to Avoid Probate with a Revocable Trust
A revocable trust allows assets correctly transferred into the trust during the grantor’s lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.
Estate Planning Answers for High-Income Families and Singles
Here are some common solutions for planning related to estate, gift, and generation-skipping transfer tax, major liquidity events, state income taxation, and estate planning for single individuals.
How Special Needs Trusts are Used to Protect Loved Ones
Parents of special-needs children must balance both retirement preparations and care for these children after Mom and Dad are gone.
Role of Estate Planning for the Great Wealth Transfer
The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.
Do You Need a Revocable Trust?
Living trusts are private, changeable and efficient. Are they right for you?
What Happens to Federal Estate Tax in 2025?
The IRS has clarified that benefits used under the current exemption won’t be subject to future reduction or ‘claw-back,’ meaning that proactive estate planning can lock in a permanent tax advantage, making now an opportune time to act.
Can You Get Around Probate?
If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
