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Should You Create an Irrevocable Trust for Your Spouse?

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Trusts are a popular estate planning strategy because they accomplish multiple goals at once, including privacy, greater layers of control and allowing for support to the beneficiaries that you choose. When it comes to thinking about your taxable estate, you may be able to move some assets inside a trust for proper management, thus giving […]

Is Now the Right Time to Use Your Lifetime Gift Exclusion?

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If you currently own an asset that you anticipate is going to appreciate over the coming years, you may want to take advantage of exclusions that are available to you today. The IRS has recently released guidance that indicates that you will not suffer a penalty for using up your gift exclusion exemption while you […]

What Is Portability as It Relates to My Estate?

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The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act was signed into law in December 2010. This made significant changes to federal estate taxes, generation skipping transfer taxes, and gift taxes. This was the first time that the potability of an estate tax exemption was introduced. Portability is a concept that is only available […]

Can I Reduce My Estate Taxes by Paying for Education Now?

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If you are looking ahead to your future estate taxes and looking for a strategy to minimize them, a consultation with an estate planning lawyer can help you to address many of the most common issues and concerns that come up in connection to this. Savvy planning can make things easier for your loved ones […]

What is a Charitable Lead Trust?

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There are many different kinds of trusts and you might use one or more to accomplish the goals in your estate plan. Because trusts can be complicated and minor mistakes can prove very problematic in the administration of the trust, you should use the support of an estate planning attorney to create yours. You can […]

How Much Tax Could Someone Above the Estate Tax Threshold Pay?

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When you pass away, your estate could be taxed above certain thresholds established on an annual basis. This has risen to $11.7 million in 2021 with an exemption that is set to expire at the end of 2025. However, it is possible that legislative and fiscal pressures could push a change to occur sooner rather […]

Have You Planned for Your Invisible Estate?

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Many people often make the mistake of assuming that their will controls the distribution of their full estate. It’s easy to forget that certain aspects are automatically excluded under the terms of your will. There are three common methods by which assets might be transferred to your beneficiaries after your death outside of what’s named […]

New Study Shows That Employees and Workers in America Are Stressed About Their Financial Future

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A recent study completed by Greenwalt Research and the Employee Benefit Research Institute determined that employees are facing significant anxiety and stress when it comes to their financial futures. Over 1,000 workers in the United States between the ages of 21 and 64 were interviewed for this study. 2 out of 3 employees cited concerns […]

Three Things to Care About Within Your Estate Plan

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You want to keep administration and tax costs as low as possible but there are other items that should be important to you as part of your estate plan. These include yourself, your family and your philanthropic interests. You might assume that your estate planning actually doesn’t have anything to do with you except that […]

Does My Estate Plan Require Supplemental Care?

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If a loved one has been diagnosed with a debilitating illness or dementia, there is a good chance that they will need care in a nursing home or the support of a skilled nurse in their own home at some point in the future. Turning to Medicaid to pay for these bills is often the […]

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