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Articles

Will Less Planning Occur Because Of High Estate Tax Exemptions?

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Do you think you don’t need estate planning? Perhaps you did estate planning in the past, but you think that new high estate tax exemptions mean that it doesn’t make sense to engage in this process.  Many estate planning attorneys and clients alike, were interested in how the most recent tax bill will play out. […]

What You Need to Know About Prioritizing a Dead Spouse’s Debts

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When a spouse passes away, it can be an alarming discovery to realize that they have more liabilities than they did assets. Paying off these expenses can be extremely confusing for a spouse who was appointed as the personal representative of the estate. When an estate does not have appropriate assets to pay all of […]

What You Need to Know About the Survival of Dynasty Trust

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If you are using trusts as part of your estate planning strategy, you are engaging with one of the most powerful tools for enhancing your privacy and control now and well into the future. Dynasty trusts have become increasingly popular in recent years as a tool for people to incorporate into their overall process. A […]

These Crucial Elements Should Be Included in A Business Succession Plan

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Opening your own business is an exciting opportunity, but it is also one that requires thought about things that will happen long into the future in an ideal situation. Most people find themselves suddenly grappling with the problems of a business succession plan far too late. Putting their loved ones in the difficult situation of […]

Top Questions to Ask Your Estate Planning Attorney After the Passage of The New Tax Law

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  Now that the new tax law has come into place, plenty of people are thinking about what they need to do in order to protect themselves and their future. This often warrants a conversation with your estate planning lawyer, who can tell you more about what you need to know. An estate plan often […]

The Best Gift You Can Give Is Investing for Your Heirs

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  Teaching your grandchildren and children to invest is an investment in their own future. This means you are passing down your own individual legacy and the financial expertise you have built over the course of a life time. This is why many grandparents and parents set up brokerage accounts to give family members an […]

Should You Increase Your Gifts Given to Your Children?

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When thinking about passing on assets to future generations, a common question asked by many people is whether or not they should increase the amount that is passed on to their loved ones. With the passage of the tax cuts and Jobs Act, the lifetime exemption for estate taxes doubles to $11.2 million for individuals […]

Consider Your Estate Planning as Some Decisions That Could Last for Many Years to Come

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Consider that by the time you are reading this article, some people who have already articulated their new year’s resolutions, may have broken them. Whether or not you put forward new year’s resolution this year, you do have an opportunity in the New Year to make a decision that can impact you and your loved […]

012 Senior Moments

No Comments Podcast Episodes

Episode about Special Needs Trusts

Revocable Living Trusts and Tax Treatment

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If you were thinking about putting together a revocable living trust, this can be a powerful estate planning tool. It is one often chosen by people who want to avoid the probate process. Numerous delays and expenses may be associated with your estate having to pass through probate, which prompts many people to put together […]

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