Blog Posts in 2017

Estate Tax Exemptions and Estate Tax. Despite much discussion, the Estate Tax is not repealed. However, the Act increased the Exclusion amount for Estate Tax, Gift Tax and Generation-Skipping Tax from ...

There is no DO-OVER after Incapacity or Death What happens after the creators of a Trust (a.k.a. the Settlors) approach a point in time when their doctor detects signs of dementia? How long is it ...

Your (Testamentary) Word is As Good As the Paper It’s Written On A great rule of thumb in estate planning is to document your wishes, so they actually occur when you are gone. While the law definitely ...

“That’s Not What He Really Wanted” – a Beneficiary’s Famous First Words Estate administration can be so traumatic. Here is a typical scenario: Parent sets up a trust, then lets it sit in a drawer for ...

One can argue about the practical application in the life of learning about meiosis and mitosis, compared to “Wealth Management and Estate Planning 101.” While the former is needed as a means of ...

Estate Planning is one of these tasks that often fall under “discretionary spending,” and because it has the stigma of having to contemplate your own death, it often drops to the bottom of the to-do ...