Asset Protection
Pay Attention to Income Tax when Creating Estate Plans
Avoidance of estate taxes is one consideration in estate planning.
September 5, 2022
Asset Protection
How Do You Pass Down a Vacation Home?
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
March 15, 2022
Asset Protection
How to File Tax Return When Mom Passes Away
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
March 11, 2022
Charitable Planning
What was Stephen Sondheim Estate Plan?
Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.
March 4, 2022
Asset Protection
What Legal Terms in Estate Planning do Non-Lawyers Need to Know?
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
February 28, 2022
Estate Administration
How Do I Conduct an Estate Sale?
Preparing for an estate sale can be a difficult and emotionally challenging task.
February 24, 2022
Asset Protection
Will Moving to a New State Impact My Estate Planning?
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
February 15, 2022
Asset Protection
What are the Negatives of Investing in Cryptocurrency?
What happens when all of a corpse’s money is in his cold wallet?
February 11, 2022
Advanced Directives
What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
February 10, 2022
Asset Protection
What are Best Assets to Inherit?
If you really want to help your heirs out, these are some of the best assets to leave them.
February 7, 2022