- An estate planning designation demonstrates to your peers, clients and prospects to you are serious...
- ATRA was signed into law in early 2013. This legislation makes permanent a number of estate...
- The table below shows recommended retirement savings targets as a multiple of annual savings.
- A-B Trusts In the past, the most popular way to take advantage of the federal exemption for both...
- The great majority of states, including California, Texas, Florida, and Ohio, have no estate or...
- According to the author Elisabeth Kubler-Ross, there are five stages of dying: denial, anger,...
- IRS rules for early termination of a trust are complex; so are the rules for moving assets from one...
- Mortgage REITs primarily buy commercial and residential mortgage-backed securities. Many of the 33...
- An adult child may want to consider funding an upward trust for a parent who needs income. The...
- Marital deduction trusts are similar to QTIP trusts in that taxes on trust property can be...
- Because of the 2013 annual exclusion, each person can gift up to $14,000 a year to one or more...
- The proceeds of a life insurance policy are not subject to probate unless you the estate is named...
- If you die with assets in a retirement account, the important issue becomes how the beneficiary...
- Joint tenancy is a way co-owners (joint tenants) can own property together. Under some...
- As a general rule, property left in a will must go through probate. However, there are exceptions;...
- The executor is responsible for arranging probate and supervising the transfer of the will property...
- Will challenges, particularly successful ones, are very rare. The legal grounds for contesting a...