2015 Changes to State Death Taxes
If you live or own property in one of the 20 jurisdictions listed below, then you may have a state [...]
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11, 2014
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10, 2014
Year End Estate Planning Tip #3 – Check Your Mental Disability Plan
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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10, 2014
Year End Estate Planning Tip #1 – Check Your Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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10, 2014
Strategies for Reducing the Income Tax Squeeze on Irrevocable Trusts
Under federal income tax laws, irrevocable, non-grantor trusts (such as Bypass Trusts and Dynasty Trusts) are subject to highly compressed [...]
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10, 2014
Year End Estate Planning Tip #4 – Check the Privacy of Your Estate Plan
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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10, 2014
Year End Estate Planning Tip #2 – Check Your Beneficiary Designations
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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09, 2014
If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?
If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse [...]
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09, 2014
Does Your Revocable Living Trust Reduce Your Estate Tax Bill?
Many people believe that once they set up and fund a revocable living trust, property held in the trust will [...]
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09, 2014
3 Asset Protection Tips You Can Use Now
A common misconception is that only wealthy families and people in high risk professions need to put together an asset [...]
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09, 2014
Lifetime QTIP Trusts – The Gift That Keeps Giving
Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other and each spouse [...]