Without question, financial success is a beautiful thing, but there is one drawback that goes along with it. We have a federal estate tax in place, and it carries a whopping 40 percent maximum rate. … [Read more...]
Reasons an Estate Plan Could Be Challenged – Fraud
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This article from The American Academy of Estate Planning Attorneys … [Read more...]
Answers to Questions About Transfer Taxes
As estate planning attorneys, we notice that people often have questions about taxes on asset transfers. Since Americans are required to report income from just about all sources, you may assume that … [Read more...]
SSI and SSDI Similarities and Differences
There are many different acronyms used in the estate planning/elder law realm, and the alphabet soup can get a bit confusing to people that are not in the field. With this in mind, we will take a look … [Read more...]
Reasons an Estate Plan Could Be Challenged – Lack of Testamentary Capacity
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles Written by The Academy of … [Read more...]
Veterans Benefit Can Give Disabled Seniors a Boost
If you serve in the military, you become eligible for a lifetime retirement pension after a minimum of 20 years of service. At this point, the exact parameters are quite convoluted, because they … [Read more...]
Choose Your Inheritance Planning Tools Wisely
In a recent post, we pointed out the fact that a living trust is an estate planning tool that provides a number of benefits. However, there are some situations that could be better addressed through … [Read more...]
Inheritance Planning: Good News About Taxation
It is quite rare to hear any good news about taxation on any level. However, when it comes to inheritance planning, you may be pleasantly surprised. In this post, we will look at the facts, and we … [Read more...]
Anticipate Potential Estate Challenges
It can sometimes seem as though estate planning is a purely personal and confidential endeavor. This is one way that you can approach it, and many people take this route. However, there is something … [Read more...]
