Do Gifts Count Toward Estate Taxes?
December 3, 2021
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A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
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Do College Kids Need Estate Planning?
November 29, 2021
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As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.
What a Will Won’t Accomplish
November 22, 2021
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That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Before They’re Gone—Estate Planning Strategies
November 20, 2021
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If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
Should You Put Your House in Your Child’s Name?
November 19, 2021
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In a nutshell, it might be better for your mom to put the home in a living trust that allows her to control the home while she is alive and allows you to inherit the home through the trust upon her death.
H3 Halacha Summit
November 15, 2021
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We are proud to sponsor at the H3 Halacha Summit! This will be one of the most impactful events for those looking to level up
What Do I Need in My Estate Plan?
November 12, 2021
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An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.
Some of Most Famous (or Infamous) Estate Planning Mistakes
November 10, 2021
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If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.
What Is a Guardianship?
November 8, 2021
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Guardianship is a legal action where the court deems an adult an incapacitated person and appoints someone, the guardian, to make decisions about the care and finances of the individual.
Do I Need a 529 Education Savings Plan?
November 5, 2021
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Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?
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