When a person passes away, the deceased’s assets are subject to federal estate tax if the total
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Take Advantage of Lifetime Exclusion While You Can
Estate & Trust Planning Strategies: Power of Appointment and Disclaimer Trust Explained
In one of our previous articles, we covered the topic of disclaimers as an excellent post-mortem tax
Trust Check-Up: 3 Key Things In Reviewing and Updating Your Trust
According to a recent study, 66% of Americans have no estate plan to protect their assets. If
The Impact of Power of Attorney and Understanding the Differences
We often get questions about what to do when a person wants to give up their authority
The Trust “Oil Change” – Reviewing and Updating Your Trust
As one annually services their automobile for an oil change and routine maintenance, it is also prudent
Benefits of Disclaimers in Post-Mortem Estate Planning
When considering the creation of a will or a trust, one usually thinks about pre-death planning. However,
What is a SLAT?
A Spousal Lifetime Access Trust (SLAT) is a trust established between spouses. Essentially, one spouse gives the
Window to Make Portability Election is Extended to Five Years
Since lifetime gift exemption has drastically increased by the Tax Cuts and Jobs Act (TCJA), which went
Uncommon Trusts
In our last article in this series, we covered the different types of trusts that can be
How to Treat Inherited Individual Retirement Accounts
The SECURE Act, which became effective on January 1, 2021, changed the rules for inherited IRAs. Prior
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