Asset Protection
Are Your ‘Affairs’ Really in Order?
With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?
June 3, 2021
Estate Administration
Do I Have to Pay Deceased Loved One’s Taxes?
When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.
May 31, 2021
Estate Planning
Should I Discuss Estate Planning with My Children?
Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
May 13, 2021
Estate Administration
What Happens when Homeowner Dies without Will?
How do we move into probate, so we do not lose the house and bank accounts, while not killing ourselves in the process?
May 12, 2021
Business Formations
Business Succession Planning For The Family
If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.
May 10, 2021
Asset Protection
What Is Fair in a Second Marriage and Estate Planning?
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
May 7, 2021
Asset Protection
Estate Planning Lessons from Celebrity Nightmares
The press has made much of the handwritten will that Larry King executed in the months before he died and in which he purports to change his prior will executed in 2015, to leave his estate equally between his children.
April 30, 2021
Asset Protection
Can an Attorney Help with Estate Planning?
Using a lawyer is always a better choice than going through the process independently.
April 28, 2021
Elder Law
Remind Me Why I Need a Will
A will is a legal document that allows you to decide what happens with your estate after you passed away. Unfortunately, not all people consider creating one because they think that it’s complicated and just an extra expense.
April 22, 2021
Asset Protection
What’s Happening to the Estate Tax?
Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
April 20, 2021