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
Estate Planning, Estate Taxes, Gift tax, Inheritance Trusts, Minor Trusts What to Consider Following the Increase in the Annual Gift Tax Exclusion In 2022 the annual exclusion for federal Gift Taxes was increased to $16 000 per individual annually. Even though a … March 14, 2022 2 MIN READ
Asset Protection, Estate Planning, Wills Crisis and Estate Planning Documents The 2020s have been filled with tension. First in 2020 the Covid-19 pandemic emerged. Then race tensions hit an all-time … March 14, 2022 2 MIN READ
Estate Planning, Gift tax, Inheritance Trusts Hidden Estate Planning Advantage to This Year’s IRS Filing This year’s tax filing season has some hidden advantages. Amidst a backdrop of the Covid-19 pandemic and current tax laws … March 10, 2022 2 MIN READ
Asset Protection, Estate Planning, Wills 4 Estate Planning Strategies to Protect Your Assets Considering that someday you will no longer be alive is an unpleasant thought. You might be frightened of the unknown … March 10, 2022 3 MIN READ
Asset Protection, Estate Planning The Importance of Reviewing Digital Asset Estate Plans The world has changed substantially over the last few decades including in regards to estate planning. Even if you have … March 10, 2022 2 MIN READ
Asset Protection, Estate Planning, Wills Reasons to Write an Electronic Will Regardless of Age While we don’t like to confront the thought none of us lives forever. When we pass we understandably want to … March 1, 2022 2 MIN READ
