Good News about Social Security
June 26, 2024
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For a long time, the Social Security Trustees have been warning that the retirement benefits system is facing some future financial hardships.
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Elvis Presley’s Estate Planning Mistakes: Lessons for Us All
June 18, 2024
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Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family’s legacy and minimize future conflicts.
Estate Planning and Your Second Home: What Should You Know?
June 13, 2024
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Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
Giving to Children: Estate Planning Strategies for Lower Taxes
June 2, 2024
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Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
The Mystery of Trusts: What You Need to Know
May 27, 2024
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Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
Grantor Trust vs. Non-Grantor Trusts: What are the Differences?
April 7, 2024
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As an estate planning attorney, I frequently encounter clients uncertain about the distinctions between grantor and non-grantor trusts. These types of trusts are fundamental in estate planning, offering various benefits and implications, particularly in tax planning and asset management. This article will discuss the key differences between…
What are the Federal Gift and Estate Tax Exemptions for 2024?
February 1, 2024
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The federal gift, estate, and generation-skipping transfer (GST) tax exemptions and the annual exclusion from gift tax are historically high due to a temporary increase under the Tax Cuts and Jobs Act.
Do You Need a Trust or a Will? Or Both?
November 10, 2023
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Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.
Estate Planning Myths Debunked
October 30, 2023
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In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people’s families.
Tasks to Be Done After the Death of A Loved One
September 22, 2023
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Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.
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