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Do You Need a Power of Attorney?
When it comes to a power of attorney document, you don’t seem to need it – until you suddenly, desperately do.
IRS Extends Time to File Portability Exemption Relief to Five Years
The IRS issued a revenue procedure (Rev. Proc. 2022-32) Friday that allows estates to elect ‘portability’ of a deceased spousal unused exclusion (DSUE) amount as much as five years after the decedent’s date of death.
What are Big Mistakes to Avoid in Estate Planning?
Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
Addressing Vacation Home in Another State in Estate Planning
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
Who Should Be Your Executor?
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
What is Potential Impact of IRS Change Regarding RMDs?
The IRS is weighing a change that could leave your heirs poorer than you might hope.
What Sparks the Contesting of a Will?
Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.
What’s Involved with Being a Trustee?
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
What Is the Best Asset Protection?
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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