Asset Protection
When Can Estate Assets Be Distributed?
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
March 30, 2022
Elder Law
What If an Estate Owes Back Taxes?
My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
March 25, 2022
Asset Protection
How Do I Give Assets to Minor Grandchildren in My Will?
You have many options to make sure your wishes are followed after you die.
March 17, 2022
Estate Planning
What Can’t I Forget in My Will Now that I’m 50?
Without a will, decisions made about your property and assets will be handed over to local courts, which can make an already challenging time even harder for your loved ones.
March 16, 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
Asset Protection
What Should I Know about Conservatorships?
Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
March 10, 2022
Asset Protection
Do You Have to Go through Probate When Someone Dies?
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
March 9, 2022
Estate Administration
Does Your Will and Estate Planning Documents Need to Be Updated?
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
March 7, 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