Posts in 2018

Nov 29 2019 Estate Tax Exclusion and Gift Tax rules

The IRS issued Revenue Procedure 2018-57 announcing the official estate and gift tax exclusion amounts for 2019. The 2019 ...

Oct 08 Essential Estate Planning for the Unmarried (non-traditional) Couple

Unmarried couples who live together as a family unit are often referred to as a “non-traditional” couple. The reality is that more ...

Sep 20 Having Only a Will May Mean Going to Probate Court

It is a common misconception that if one has a will , there is no court process after they die. This is only true if he/she died ...

Sep 20 Finding the Right Probate Attorney

If one dies owning assets in his/her name alone, and the estate requires probate administration, the family would be wise to find ...

Sep 18 "I only need a simple trust"

“ I only need a simple Trust ” is a request I hear often. However, this “self-diagnosis” may not always be the right one. A ...

Jul 06 Peace of Mind - Where Estate Planning meets Post-Death Administration

Peace of Mind – is the feeling you get once the final signatures and notary stamps are placed on your living Trust, your Will , ...