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Estate Planning Blog

vacation home

Vacation Homes and Estate Plans

Important Questions to Ask When Investing in a Vacation Property According to the National Association of Home Builders, in 2018, there were approximately 7.5 million second homes, making up 5.5 percent of the total number of homes.[1] When it comes to estate planning, vacation homes can present unique challenges. In many cases, vacation homes are […]
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Parkinson's Disease

Dementia & Estate Planning

Proper estate planning is essential for every adult American, but especially for those in the early stages of Alzheimer’s disease and other forms of dementia. Action must be taken sooner rather than later if you want to participate in the planning process itself. While you might not think you are at risk for dementia, one […]
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viewing assets

How to Plan in a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
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identity theft article image

Identity Theft - Not Just an Issue for the Living

Identity theft is the last thing a grieving family should have to worry about after the loss of a loved one. Unfortunately, identity thieves have increasingly targeted the identities of deceased people, using their names and other identifying information to get credit cards, apply for loans, collect refunds based on fraudulent tax returns, and even […]
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health care proxies

Why Is Updating a Will Necessary?

Changes in tax law and in your personal life may mean that yours needs to be updated. Here are the easiest (and smartest) ways to do it.
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What Happens If My Partner Dies and We’re Not Married?

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
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Roth IRA

Roth IRA Conversions After Tax Reform...Still a good idea?

Now may be a good time to consider a Roth IRA Conversion. When it comes to retirement planning, many people focus on picking the right mix of investments. And while asset allocation is undoubtedly important, it's not the only factor to consider. Another crucial element is tax diversification.  With the market being down lately, many […]
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Man petting dog no link

Relief for Late Filed Estate Tax Returns

Internal Revenue Service Offers Further Relief for Late Filed Estate Tax Returns Electing Portability. Portability is a planning tool available only to married couples. It essentially allows a surviving spouse to take any leftover estate tax exemption that the deceased spouse’s estate did not use.  The exemption is transferred to the surviving spouse to reduce […]
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Ray Liotta Estate Plan

Did Ray Liotta Have an Estate Plan?

After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.
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Trusts and Wills

What Is Better, a Trust or a Will?

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
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