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16 Jun 2020, 9:31 am
A will is part of estate planning, but there are many other specific documents you need to consider when planning how your assets will be distributed after your death. [read post]
14 May 2015, 3:00 am
But every capable adult, regardless of how young, needs an estate plan in place. [read post]
12 Dec 2019, 11:56 am
Just because you have these estate planning questions doesn’t mean you know how to answer them. [read post]
22 Aug 2011, 10:28 am
On August 5, 2011, the IRS published long-awaited guidance for executors of estates of people who died in 2010.Notice 2011-66explains how these executors can opt out of the estate tax, andRevenue Procedure 2011-41explains the special tax rules that apply to assets when executors opt out of the estate tax. [read post]
22 Oct 2018, 3:10 am
Are you ready to sit down with a qualified estate planning attorney to see how you can ensure a better future for yourself and your family? [read post]
9 Dec 2010, 1:51 pm
Here are some year-end ideas for planning how to put your wealth where you want it to be. [read post]
7 Oct 2019, 8:37 am
Now, I am not sure how many people have been aware of this and very likely the only people aware of this already have an estate plan in place. [read post]
20 Jun 2016, 7:56 pm
How do you prepare for this inevitable situation? [read post]
22 Feb 2019, 3:38 am
How is an Estate Planning Attorney Different Than a Financial Planner? [read post]
29 Jan 2013, 9:11 am
For those estate that exceed the exemption amount, the new law raises the top estate tax rate from 35% to 40%. [read post]
21 Oct 2016, 1:30 pm
This is a case from Alameda County and is not considered binding precedent in the rest of California, but it still offers a useful illustration of how courts interpret an estate planning document. [read post]
21 Oct 2010, 9:25 pm
This story talks about Dennis Hopper's estate, but also about how a pending divorce fits into the estate planning picture. [read post]
2 Jul 2024, 4:00 pm
Here’s why you need a will and how it can benefit you and your loved ones.What is a Will? [read post]
12 Sep 2014, 9:35 am
You and another (sibling/family member) are the sole beneficiaries of their estate. [read post]
12 Jun 2017, 1:23 pm
Visit our page on estate planning to see how we can help you. [read post]
26 Mar 2019, 6:41 am
One of the major focuses of estate planning that we assist our clients with is thinking about their children and how their estate planning can help these children. [read post]
20 Jan 2020, 3:28 pm
So how exactly does our estate planning questionnaire help? [read post]
5 Mar 2024, 3:00 am
Understanding how the tax works is essential to preventing the loss of valuable assets from your own estate or the estate of a loved one. [read post]
15 Oct 2012, 8:28 am
But, regardless of how old you are or where you are in life estate planning is important. [read post]
18 Apr 2022, 7:53 am
Understanding Estate Tax When developing a plan, many find it helpful to understand how estate taxes work. [read post]