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Should a Charitable Lead Trust Be a Part of My Estate Planning

October 20, 2021
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment (as we find ourselves in now)?
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Is My Will Void If I Get Divorced?

October 19, 2021
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.
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Why are the Elderly Making a Switch in Medicare Coverage?

October 17, 2021
A government report reveals a troubling pattern among Medicare enrollees in their last year of life.
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How Often Should I Update My Estate Plan?

October 14, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
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Estate Planning in Second Marriages.

October 13, 2021
Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
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How Much Can You Gift for Medicaid?

October 12, 2021
Most people have heard that each individual is allowed to gift $15,000 per year to another person without paying a gift tax. However, exactly what the gift tax is, and the consequences of going beyond $15,000, are less clear.
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When Should You Fund a Trust?

October 11, 2021
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
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What are the Key Documents in Estate Planning?

October 8, 2021
It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets. However, it also helps protect your loved ones from unnecessary hassle and expense – as well as potentially months, even years, tied up in the court system settling your estate.
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Mega-IRAs Could Be a Source for Tax Revenue

October 7, 2021
Congressional Democrats are weighing a new type of required distribution from individual retirement accounts, based on the account value instead of age, according to a discussion list of policy ideas obtained by CNBC.
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I've Changed My Residency: Now What?

October 6, 2021
When moving to a new state, you may have to sever some or all of your ties to your former state. Half measures can leave you open to tax claims by your former home state.
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