In far too many instances, people make false assumptions about estate planning that have a snowball…
Category: ESTATE PLANNING
IRA Inheritance Planning: What Are the Rules for Beneficiaries?
When you are contributing into your 401(k) plan or another type of individual retirement plan, you…
How Do I Title Thee…Part II
We often recommend a trust as part of a comprehensive Estate Plan. This article is the…
What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
As practitioners who assist executors with completing and filing the Form 706 United States Estate (and…
Personalized Estate Planning for People With Disabilities
Our attorneys talk a lot about personalized estate planning, because people and their families are unique.…
Three Tips for Avoiding Funeral Planning Problems
Few baby boomers are prepared for their own funerals. Even though humans have a 100% mortality…
Out of State Estate Taxes Can Impact Your Estate
There are 12 states in the union that have state-level estate taxes. In all of these…
Pondering Portability
According to Internal Revenue Code (“Code”) Section 6018, if the gross estate of an individual exceeds…
Five Long-Term Care Concerns That Have Emerged in 2022
More and more people are attaining senior citizen status because of the maturation of the baby…
How To Navigate Taxes When Giving Or Loaning To Relatives, Friends
Giving money to friends and family can involve gifts or loans that can carry emotional…