Estate Planning Important Issues to Consider About Federal Estate Tax in 2021 As we enter into 2021 the country remains in a state of flux. Following the United States Presidential election in … January 26, 2021 2 MIN READ
Estate Planning, Wills 4 Issues to Remember About “Black Sheeps” and Estate Planning Countless families have members who are black sheep. These individuals can end up influencing how the family passes on assets. … January 2, 2021 2 MIN READ
Asset Protection, Estate Planning 3 Estate Planning Strategies As You Plan Out 2021 Unfortunately there’s no one size fits all estate plan. This couldn’t be truer during a year when a large number … December 28, 2020 2 MIN READ
Estate Planning 3 Reasons Why You’ll Like Need More than a Will Wills are an excellent fundamental of many estate plans. If you pass away without a will a New York court … December 10, 2020 2 MIN READ
Estate Planning Overcoming the Challenge of Undue Influence It’s not an uncommon story. In their final years or months a loved one decides to leave a large amount … December 7, 2020 2 MIN READ
Estate Planning A Quick Guide to Spousal Lifetime Access Trusts While the coronavirus pandemic has left many people uncertain about what the future holds now might be an excellent time … November 30, 2020 2 MIN READ
Estate Planning 3 Ways to Transfer Property to a Special Needs Trust Special needs trusts perform the valuable role of keeping a person eligible for government benefits like Medicaid and Supplemental Security … November 27, 2020 2 MIN READ
Estate Planning Making the Most of Estate Planning Opportunities While it would be nice if it were estate planning is not a once and done process. Instead it is … November 21, 2020 2 MIN READ
Estate Planning Utilizing Estate Plan to Establish Your Legacy Estate planning is vital if you want to leave a lasting legacy to your loved ones. Despite its importance a … November 19, 2020 2 MIN READ
