To stay updated with federal estate tax laws, gifts, and generation-skipping tax (GST) exemptions, an annual review, and revision of your estate plan may be necessary. Since 2018, federal tax assessment on estates
Estate Planning & Administration
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If you’ve just received orders to deploy, you’re probably thinking about all the things you need to do to make sure your family is taken care of while you’re gone. While you’re mentally
The following question came from a client: When my brother passed away, he left money in a revocable trust for my children, but they could only get that money if they visited with
Consider that you already have an estate plan in place. It will ensure that your home, savings, and investments will be distributed fairly and efficiently to your family when you pass away. Your
According to a 2021 Wills and Estate Planning Study of 2,400 Americans by Caring.com with YouGov, Americans aged fifty-five and older who have prepared a will have decreased from 60 to 44 percent
Most older adults consider estate planning to be essential. Yet, nearly half of Americans age 55 or more do not have a will, and even fewer have designated powers of attorney, a living
A proper estate plan ensures that your assets, interests, and loved ones are safeguarded after your death. Sadly, many individuals make costly mistakes without proper advice and guidance from a qualified estate planning
For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special needs child while maintaining their enrollment in public benefits programs requires
It is time for Gen Xers entering their 40s and 50s to take charge of their retirement planning. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements,
During the time he waited for his Texas house to close, Michael was enjoying his stay in Florida. Unfortunately, he took a bad fall and ended up in a Florida hospital. He had
