Can You Remove Someone from a Life Estate?
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
Estate Law Blogs & News
What is a Digital Asset in a Will?
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
Should I Start Estate Planning Now?
Estate planning is a key piece of a comprehensive retirement plan.
What’s the Best Way to Mess Up Estate Plan?
Here are the top five mistakes people make that upend their planning.
Do Young Adults Need Estate Planning?
Highfalutin terms like “estate planning” can put off younger adults and conjure grandiose notions of excessive wealth.
When Should You Review a Trust?
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
How Important Is Estate Planning?
Every individual needs some form of an estate plan to protect their wishes and loved ones. Your estate consists of everything that you own (aka your assets), and although death may seem far away, it is never too soon to get your estate plan in order.
Do Grandchildren Get Some of the Estate If Their Dad Dies before Me?
What if parents have wills and their contingent beneficiaries are their two adult children. If one of the adult children dies before the parents, who gets that contingent beneficiary’s share?
What Does the Role of Estate Executor Entail?
At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate.
Estate Planning when So Much Is Uncertain
Taxpayers should, of course, carefully consider whether to engage in a lifetime gifting strategy, which has other considerations beyond just estate taxes (such as the tradeoff with the ‘step‑up’ in basis, and non-tax family related considerations).
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