Wills Vs. Trusts: Take Control of Your Wealth Distribution!
You work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon [...]
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12, 2015
18
12, 2015
One Last Thing: Don’t Miss These 2015 Hot Estate Planning Topics
In case you missed any of them, here is a rundown of six hot estate planning topics we covered this [...]
15
12, 2015
Nosey Neighbor Nellie Can Find Out About Your Probate. Really.
Most people think of probate as a private process. However, since wills are filed at the courthouse, probated estates become [...]
15
12, 2015
HELP! This Probate Is Taking Forever!!!
After a loved one dies, her estate must be settled. While most people want the settlement process to be done [...]
15
12, 2015
3 Simple Ways to Avoid Probate Costs
The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state [...]
15
12, 2015
How to Avoid Sending Your Loved Ones (and Assets) through Probate
Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of [...]
11
12, 2015
How to Make Your Inheritance Last
A 2012 study by Ohio State researcher Jay Zagorsky found that about one-third of Americans who receive an inheritance have [...]
1
11, 2015
What the Recently Released 2016 IRS Inflation Adjustments Mean for You
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift [...]
1
11, 2015
Listen Up: These States Will Usher in Changes to Their Death Taxes in 2016
In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District [...]
1
11, 2015
Have You Prepared Your 2015 Year End Gift Plan?
With the end of the year fast approaching, now is the time to fine tune your gift planning before you [...]