Estate Planning: Portability Elections Modified
Every person has a credit against payment of estate and gift taxes of $12,060,000 in 2022. Spouses each have the credit and thus can together pass
We offer the option of consultations and meetings in-person, video & phone.
Every person has a credit against payment of estate and gift taxes of $12,060,000 in 2022. Spouses each have the credit and thus can together pass
Being named as an Executor in a decedent’s Last Will and Testament imposes significant responsibility on a person. The Executor, or other court appointed Personal
The manner in which we hold title to assets may have various positive and negative effects depending upon the asset, our domestic status and the
When a Settlor of a Trust (also known as the Grantor) passes away and there is no Surviving Settlor, the Successor Trustee is tasked with
A conservatorship is an ongoing legal matter where a judge appoints a person (the “conservator”) to oversee the care of another (the “conservatee”) when it
Sometimes people make mistakes in managing trust assets and fail to properly fund their trusts by transferring title of their assets to it. If an
Consider giving a gift that will make your graduate’s life a little bit easier as they enter their next chapter of their life! Powers of
Probate is the judicial process where a representative of a deceased person’s estate, sometimes referred to as the “Personal Representative” or “Executor,” proves to the
Many of our clients are not aware of the fact that leaving an inheritance to a beneficiary that currently receives public benefits can actually disqualify
Handwriting an estate plan on your own is never a good idea. All too often estate planners are requested to review planning documents that were
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