Will Proposed Tax Hikes Have an Impact on My Estate Planning?
April 18, 2023
President Joe Biden is proposing a series of tax increases on investors and top-earning Americans in his annual budget request to Congress.
What are Five Keys to Estate Planning?
April 14, 2023
Contemplating your own death may not be on the list of things you’re eager to do.
What Strategies Minimize Estate Taxes?
March 16, 2023
With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.
What Recourse Is Available if Inheritance Is Stolen?
March 15, 2023
What Can You Do If Someone Steals Your Inheritance?
Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning
March 13, 2023
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
What You Need to Know About Inheritance
February 14, 2023
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
What Happens When Property Is Owned Jointly and an Owner Dies?
January 24, 2023
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
Should Each Child Get Equal Inheritance?
January 13, 2023
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
Should You Agree to Being a Guardian?
December 15, 2022
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.
Could Your Estate Plan Be a Disaster?
November 22, 2022
We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.