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The Power in Powers of Appointment

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Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning taxes and each beneficiary’s situation requires flexibility in an Estate Plan. Powers of appointment offer Estate Planning attorneys a way to add flexibility to a plan without complication. When creating powers of appointment, it’s important to consider not only the reason for … [Read more...] about The Power in Powers of Appointment

Common Estate Plan Documents

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Given the unique nature of estate planning, no two estate plans will be exactly the same. Nevertheless, there are some common tools and strategies found in the average estate plan. There are also some documents that should be in almost every estate plan. A Vero Beach estate planning attorney at Kulas & Crawford explains the documents that should be in every estate plan. Last Will and … [Read more...] about Common Estate Plan Documents

Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount

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As fall turns into winter and the holiday season arrives, it’s natural to review the year, plan for the next, and count your blessings. One of the ways to plan for the next year, and perhaps to address some outstanding concerns in this one, is to consider making annual per donee exclusion gifts. This article will explore annual exclusion gifting and demonstrate how gifts of seemingly modest … [Read more...] about Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount

Estate Planning Reduces Stress During High Anxiety Times

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During times of high stress such as tragedy or emergency, we tend to feel helpless. This article explores how a comprehensive estate plan helps reduce anxiety in uncertain times. Read on to learn more. … [Read more...] about Estate Planning Reduces Stress During High Anxiety Times

What Does an Executor Do?

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Although people often fail to realize it, one of the most important decisions you will make when creating your Last Will and Testament is deciding who to appoint as your Executor. To help you choose the right person for the job, a Vero Beach estate planning attorney at Kulas & Crawford discusses the role of an Executor. Probate Basics Over the course of a lifetime, almost everyone acquires … [Read more...] about What Does an Executor Do?

How Often Do I Need to Update My Estate Plan?

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Despite understanding the importance of estate planning, over half of all Americans do not have an estate plan in place. If you among the minority, and you have created an estate plan, you are a step ahead of the majority. Do not then make the mistake of never revisiting and revising your plan. Not having an estate plan in place makes probating your estate difficult; however, having an outdated … [Read more...] about How Often Do I Need to Update My Estate Plan?

Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More

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The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. Read on to learn more. … [Read more...] about Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More

Plan Now for the Incredible Shrinking Exclusion

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There is a great deal of legislation pending and much is uncertain. But this much is certain, the estate tax exclusion will go down by half beginning 2026 under current law. Now is the time to plan for your clients and yourself. Read on to learn more. … [Read more...] about Plan Now for the Incredible Shrinking Exclusion