Gifting Made Easy: Max Out Your Annual Gift Tax Exclusion Amount
The annual gift tax exclusion amount has increased for the second straight year. The IRS raised the exclusion amount for… Read More
Category: Last Will & Testament
Estate Planning Pitfall: Your Estate is Tied Too Closely to Specific Gifts
Your will is designed to provide for the disposition of your possessions and tie up any loose ends in your… Read More
A Spouse’s Inheritance Rights Vary State by State
If you’re preparing to get remarried, your estate plan likely isn’t top of mind. However, depending on the state you… Read More
Now’s the Time to Review Your Estate Plan
When you first dipped your toes into estate planning, you were probably told to start with a legally valid will,… Read More
Does Your Family Situation Call for a Spendthrift Trust?
You’ve likely spent most of your adult life accumulating wealth that you intend to eventually pass on to your loved… Read More
Small Business Owners May Qualify For The Special Use Valuation Method
The need for estate planning is essential for small business owners who have most of their personal fortune tied up… Read More
Estate Planning Pitfall: You’ve Overlooked Digital Assets in Your Estate Plan
Traditionally, an estate plan addresses the tangible assets you own, such as cash and securities, investment real estate, vehicles, and… Read More
Behold the 21st Century Will: The E-Will!
A will is commonly drafted in a lawyer’s office in the presence of witnesses and a notary public. However, this… Read More
Estate Planning Pitfall: You’ve Amended Your Will Yourself
Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change… Read More
The Art of Estate Planning
An art collection is a special asset to account for in an estate plan It goes without saying that your art… Read More
