Estate Planning Blog

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What Is Probate?

November 10, 2021
The probate process gets a bad reputation, but it’s the reality many families will face. It is a process that can function well for some small estates.
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Selling a Home Owned by an Irrevocable Trust.

September 25, 2021
I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?
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Will I Live Longer, if I Babysit the Grandchildren?

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
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