Perhaps the most common mistake in estate planning isn’t apparent by looking at the will or trust document itself. The most common mistake is a failure to coordinate the primary vehicle with the rest of the plan. Read this blog to learn more about this common mistake.
Each of us will die eventually. This article looks at how planning can make your passing easier for your loved ones. Specifically, this article will look at the importance of the manner in which assets are left for your loved ones.
Each of us will die eventually. This article looks at how planning can make your passing easier for those whom you leave behind. Specifically, this article will look at how you can disinherit someone with the least disruption to the family.
In the United States, people can participate in making and changing the law. This article is a story of one woman who did just that.
If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how to plan for step-children.
Trusts are incredibly useful tools. But, like other useful tools, they do not fit every circumstance and they must be used properly. Learn more about two common mistakes and how they may be avoided.
Where you die matters. While you’ll pay the same federal estate tax no matter where you die, 1/3 of the states have a separate estate or inheritance tax. The most populous state, California, is the latest state to consider adding a state estate tax. Read on to learn more.
Choosing a Trustee or other fiduciary is one of the most important decisions. Here is a list of various fiduciaries and why the selection is so important.
A Generation-Skipping or “GST” trust can be a good way to keep assets out of the taxable estate of a beneficiary and yet still allow them to be used for the beneficiary’s benefit during life. Read on to learn more about this type of trust and whether it might make sense for you.
It’s important for estate planning attorneys to stay up on the latest developments and techniques. The American Academy of Estate Planning Attorney held its semi-annual conference in Atlanta last week. Read on to learn more about the topics discussed at that cutting-edge conference.