Blog Posts in Estate Planning

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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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  • 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 hard ...

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  • Not all beneficiaries are created equal - some need incentives
    Not all beneficiaries are created equal - some need incentives

    It is common knowledge that if one dies without any estate planning (will or trust), their heirs would be able to inherit outright if they are over the age of majority – age 18. But, most agree that ...

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  • Death & Taxes: Top Financial Experts Share Crucial Estate Planning Mistakes to Avoid
    Death & Taxes: Top Financial Experts Share Crucial Estate Planning Mistakes to Avoid

    When planning for the future, many people forget an essential step in the process. When one dies, many factors come into play immediately. Take care to make good decisions in estate planning so heirs ...

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  • The Effect of the 2018 Tax Cuts and Jobs Act on Your Existing Estate Plan
    The Effect of the 2018 Tax Cuts and Jobs Act on Your Existing Estate Plan

    Effective on January 1, 2018, the federal Tax Cuts and Jobs Act substantially changed estate tax laws. Among other things, the Act increased the estate tax exemptions to $11.2 million per individual ...

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  • Tax Cuts and Jobs Act of 2017 - and its effect on Estate Planning
    Tax Cuts and Jobs Act of 2017 - and its effect on Estate Planning

    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 Despite much discussion, the Estate Tax is not repealed.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 ...

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