A lot of people think estate planning equals the creation of a will, and that’s the…
Category: ESTATE PLANNING
Will My Family Pay Inheritance Taxes?
People naturally have questions about the taxes that can come into play when inheritances are being…
New Rules For Inherited IRAs Impact Bequests
Even though the SECURE Act was signed in 2019, the IRS has just recently publicized…
Aging Parents and Estate Planning
The parent-child relationship is pretty well defined. Children generally don’t advise their parents. It’s the other…
Why Would I Use an Irrevocable Trust?
There are many different legal devices that can be used when you are planning your estate.…
Special Needs Planning: Life Enhancements With No Loss of Benefits
There are many different ways to facilitate asset transfers. It is important to consider the life…
Choosing An Executor & Its Importance
Choosing an executor of your estate does not have to be a difficult process, but there…
What an In Terrerem Clause Can Do for You
Estate Planning practitioners field questions regarding disinheriting beneficiaries regularly. The second question often relates to what…
How Do I Title Thee…Part I
It’s impossible to fully understand Estate Planning without considering the goals of the clients, along with…
Aid and Attendance Veterans Pension Can Defray Long-Term Care Costs
The people that make sacrifices to serve in the United States military take risks, and they…