Estate Planning, Trusts Advice on Succession Planning in 2022 The stock market over the last ten years has increased the valuation of many retirement accounts. Consequently many people interested … May 5, 2022 2 MIN READ
Estate Planning, Estate Taxes What to Know About New York’s Estate Tax Cliff New York’s estate tax cliff can lead to heirs in the state paying estate tax at a rate that surpasses … April 18, 2022 2 MIN READ
Estate Planning, Living Trusts, Trusts What You Need to Know about Living Trusts If you’re creating a plan for what will happen to your estate after you pass away or become incapacitated you’ve … April 18, 2022 2 MIN READ
Estate Administration, Estate Planning, Estate Taxes, Irrevocable Life Insurance Trust A Quick Guide to Reverse Estate Planning Estate planning relies on a countless number of assumptions. One assumption is that assets only flow in one direction: from … April 10, 2022 2 MIN READ
Estate Planning Reasons to Revise Your Estate Plan:(And What You Should Consider Revising) Estate planning is not written in stone. Instead estate plans should be reviewed and reconsidered when various major life events … April 10, 2022 2 MIN READ
Estate Planning, Estate Taxes, Revocable Trust Making the Most of Estate Planning in 2022 Even if you’ve already abandoned your New Years’ resolution you should still do your best this year to focus on … April 7, 2022 2 MIN READ
Charitable Remainder Trust, Estate Planning, Irrevocable Life Insurance Trust, Revocable Trust, Special Needs Trust Alternatives to Living Trusts You might have considered utilizing a living trust. Often these trusts are a good idea if a person wants to … April 7, 2022 2 MIN READ
Estate Administration, Estate Planning, Special Administrators, Wills Understanding Special Administrators: Lessons Learned from In Re Estate of Jones The South Dakota Supreme Court recently reversed a circuit court’s order denying a petition pursuing appointment of a special administrator … March 24, 2022 2 MIN READ
Estate Planning The Residential Property Condition Disclosure Act and Estate Planning: Lessons Learned from Rickard v. Coulimore In the recent case of Rickard v. Coulimore the plaintiff purchased the subject residential real estate from a living trust. … March 24, 2022 2 MIN READ
