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...]
by Barry Zimmer
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...]
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...]
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...]
There are a number different trusts that can be used when you are planning your estate. The trust that is most widely utilized is the revocable living trust. There are irrevocable trusts that can … [Read more...]
Parameters that are relevant to estate planning are subject to adjustments year by year, and this applies to federal transfer taxes. There is a federal estate tax in the United States, and there is an … [Read more...]
When a brand new year rolls around, a light bulb may go off in your head with regard to taking care of responsibilities that you have been putting on the back burner. It is a time for a fresh start, … [Read more...]
When people ask questions about how taxation impacts asset transfers after someone passes away, the news is pretty good for the most part. An inheritance is not looked upon as taxable income, and this … [Read more...]
Studies show that most people are woefully unprepared when it comes to estate planning, and there are a few different reasons for it. One of them is the simple fact that many individuals reason that … [Read more...]
Now that the year that is coming to a close, you may be thinking about the resolutions that you should make for 2020. This is a good practice, but there is that cliché about resolutions that are never … [Read more...]
