Vacation Homes and Estate Plans

August 8, 2022

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 […]

Estate Planning

Dementia & Estate Planning

August 5, 2022

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 […]

Estate Planning

How to Plan in a Time of Uncertainty

July 30, 2022

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.

Estate Planning

Identity Theft - Not Just an Issue for the Living

July 27, 2022

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 […]

Estate Planning

Why Is Updating a Will Necessary?

July 24, 2022

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.

Estate Planning

What Happens If My Partner Dies and We’re Not Married?

July 18, 2022

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.

Estate Planning

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

July 15, 2022

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 […]

Estate Planning

Relief for Late Filed Estate Tax Returns

July 11, 2022

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 […]

Estate Planning

Did Ray Liotta Have an Estate Plan?

July 8, 2022

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

Estate Planning

What Is Better, a Trust or a Will?

July 7, 2022

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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Estate Planning Blog

Vacation Homes and Estate Plans

Dementia & Estate Planning

How to Plan in a Time of Uncertainty

Identity Theft - Not Just an Issue for the Living

Why Is Updating a Will Necessary?

What Happens If My Partner Dies and We’re Not Married?

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

Relief for Late Filed Estate Tax Returns

Did Ray Liotta Have an Estate Plan?

What Is Better, a Trust or a Will?

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