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Estate Planning Blog Articles

Estate & Business Planning Law Firm Serving the Providence & Cranston, RI Areas

Navigating Estate Tax Planning

December 8, 2023

Navigating the intricacies of your financial legacy can be a daunting task. Understanding the nuances of the estate tax and implementing robust estate tax planning strategies can ensure that your beneficiaries enjoy the fruits of your labor without being overburdened by tax liabilities. What Is Estate Tax and Who Is Subject to Estate Tax? The estate tax, often called the death tax, is a tax levied on the total value of a person’s estate upon their death. If the estate exceeds certain thresholds, it becomes subject to federal estate tax, potentially diminishing the wealth passed on to heirs.

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Should I Give the Kids My House in My Estate Planning?

November 14, 2023

Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children.  Financial advisers have largely supported this tactic for passing along generational wealth.

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What Is in Senator Dianne Feinstein’s Estate?

October 24, 2023

Dianne Feinstein, a notable political figure, has reportedly left her substantial real estate properties to the children of her billionaire husband. Despite ongoing disagreements among the heirs, they are slated to inherit these significant assets.

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Now Is the Time for Estate Planning

October 11, 2023

As life is unpredictable, it is better to start planning sooner rather than later. In fact, upon attaining the legal age of majority in your state of residence (typically at age 18), you should begin considering some form of an estate plan.

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