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When the sunset provision built into the gradual repeal of the estate tax began to loom on the horizon, many …
This includes all bills, as well as funeral expenses. What’s the downside of leaving it with your attorney? Attorneys have …
This means you are allowed a lifetime generation-skipping tax exemption up to that amount against a property you transfer. How …
A witness that stands to inherit from that estate plan cannot witness the estate plan’s creation. Doing so creates a …
Notwithstanding, the maker alone can control both the managerial and investment decisions as a Trustee while using or otherwise spending …
Some people are confused and think sometimes probate has to do with the federal government, but it does not. Probate …
In my personal opinion, the number one “do not” in estate planning is doing it yourself. The executor is the …
Hold your property in a living trust. Moreover, the logic goes that with more of your money now shielded from …
The exemption or any unused amount of the exemption can be transferred from the deceased spouse to the surviving spouse. …
A Trust Is a Separate Entity. The testamentary trust will not allow an estate to avoid probate altogether. While a …