Can You Revoke a Trust If Things Change?
People sometimes harbor misconceptions because they hear half-truths, which will often enter the picture in the estate planning realm. We
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Do You Have These Essential Estate Planning Documents?
When you enter uncharted waters to take on a responsibility that is not in your wheelhouse, you should break it
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Do I Have to Be Wealthy to Have a Trust?
There are a lot of misconceptions that circulate about estate planning. One of them is the idea that trusts are
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The Importance of Having an Estate Plan
We all know that we should create an Estate Plan, yet so many of us procrastinate in undertaking such an
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Tax Planning for 2023
Planning is important for your income taxation during life as well as for any estate tax at death. Even though
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What’s Retirement Got to Do with it?
As more and more Baby Boomers retire, many wonder where they should spend their golden years. Each person’s unique facts
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Death and Your Digital Footprint
As more and more individuals get comfortable in the digital world, Estate Planning has evolved to address the collection and
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Pondering Portability
The Internal Revenue Code grants spouses several tax benefits both during life and at death. Portability represents one of those
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What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
To determine a decedent’s taxable estate, the Internal Revenue Code allows the decedent’s estate to utilize several deductions in various
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Estate Planning – Something You Shouldn’t Do Yourself
It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can
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The Importance of Insuring Real Estate
Transferring real estate to a trust has become a widely used tool in estate planning. Unfortunately, it’s easy to overlook
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It’s Better to Give, Especially This Year
Normally, you must itemize your deductions in order to benefit from them. In 2020, the standard deduction amount is $12,400
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