Estate Planning

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March 2, 2022
Estate Planning Hey Ray...

Hey Ray, I paid off my mortgage after my spouse died…

Hey Ray, I paid off my mortgage after my spouse died, but the lender hasn't sent me the deed. Should I worry about losing my ...

July 22, 2021
Estate Planning

Tax Reporting with Trusts

Tax Reporting with Trusts This is the second in a three-part series on the taxation of trusts. The first part reviewed how a trust can ...

July 15, 2021
Estate Planning

Advantages of Using a “Grantor Trust” in Planning

Advantages of Using a “Grantor Trust” in Planning This is the first in a three-part series on the taxation of trusts. The first part reviews ...

May 27, 2021
Estate Planning Estate Tax Trusts

Use It Before It’s Gone

The current estate tax exemption is $11.7 million. This is a record high. The “permanent” exclusion is $5 million and is adjusted for inflation from ...

May 13, 2021
Estate Planning Incapacity Medical Directives Power of Attorney Trusts

Preparing for the Unexpected…and the Eventual

Preparing for the Unexpected…and the Eventual All of us face difficulties and tragedies in our lives. Some of these difficulties are expected and some are ...

May 6, 2021
Beneficiaries Estate Planning

Fair Isn’t Always Equal and Vice Versa

Fair Isn’t Always Equal and Vice Versa When deciding how to split your assets among your children at death, there are many different factors to ...

April 29, 2021
Beneficiaries Estate Planning SECURE Act

Prior Designations

Beneficiary Designations and the SECURE Act: Prior Designations Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by ...

April 22, 2021
Beneficiaries Estate Planning SECURE Act

Eligible Designated Beneficiaries

Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them ...

April 15, 2021
Beneficiaries Estate Planning SECURE Act

Beneficiary Designations and the SECURE Act Basics

Beneficiary Designations and the SECURE Act Basics Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling ...

April 9, 2021
Beneficiaries Estate Planning

Beneficiary Designations

Beneficiary Designations Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling these clients and preparing various ...

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