Often clients are anxious to make annual gifts with the mistaken belief that their heirs will pay a tax at their death.
Conservatorship focuses on financial affairs, managing assets and handling financial decisions for someone unable to do so.
We explore the critical importance of addressing cognitive decline in estate planning to safeguard assets and ensure intended inheritance.
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or write legibly. No warning. No symptoms.
Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
The story of musician and co-founder of the Beach Boys, Brian Wilson, and the need for his family to file for conservatorship is a reminder of the importance of early estate planning.
Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
In 2024, the federal estate tax ranges from 18% to 40%, depending on how much the value of the estate exceeds the current exemption limit of $13.61 million.
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