How to Get Started on an Estate Plan
May 2, 2022
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The Covid-19 pandemic has increased Americans’ awareness of the need to have a will, living trust or other similar end-of-life document prepared.
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Is Succession Planning Necessary for Family Business Entities?
April 29, 2022
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While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
What Happens to a Pet when Owner Dies?
April 27, 2022
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While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.
What are the New IRA Distribution Rules?
April 25, 2022
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The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).
Can a Vacation Home Be Kept in the Family for Generations?
April 21, 2022
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These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
What Is the Gift Tax for 2022?
April 19, 2022
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Two years into the pandemic, countless lives have been impacted by COVID 19. Faced with daily reminders of the consequences of this illness, estate planning seems to be on the minds of many.
Is Estate Planning Affected by Property in Two States?
April 14, 2022
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When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
What are the Current Gift Tax Limits?
April 11, 2022
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In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.
What Should I Know about Finances Before Getting Married Again?
April 9, 2022
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You may want to consider some financial issues before walking down the aisle again.
What are Biggest Estate Planning Mistakes?
April 8, 2022
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Beyond not making a will at all, here are the biggest mistakes that estate planning attorneys see clients make.
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