Blog Posts in 2018

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  • 2019 Estate Tax Exclusion and Gift Tax rules
    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 applicable federal estate tax exclusion is increased to $11.4 million. The top ...

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  • Essential Estate Planning for the Unmarried (non-traditional) Couple
    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 and more people choose to cohabit together as a family, even have ...

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  • Having only a Will may mean going to Probate Court
    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 not owning any real estate, and having personal property less than ...

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  • Finding the Right Probate Attorney
    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 a probate attorney with lots of experience in Probate court and one ...

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  • "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 “simple” probate avoidance trust may or may not be the best fit for each ...

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  • Peace of Mind - Where Estate Planning meets Post-Death Administration
    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 , and your Powers of Attorney . Planning for incapacity and death is a ...

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