When and Where You Die Matters
Where you die matters. While you’ll pay the same federal estate tax no matter where you die, 1/3 of the states have a separate estate or inheritance tax....... Read More
Estate Planning, legal education Estate Planning
Planning is Critical
It’s important to have a plan. If you don’t have a plan, your state law dictates who gets your property and makes decisions for you. Read on to...... Read More
Estate Planning, legal education 
New Estate Tax Proposal
A new estate tax proposal would lower the amount passing free from tax to $3.5 million and increase the rates of taxation. It would also eliminate some tried...... Read More
Estate Planning, legal education 
What are UGMA and UTMA Accounts?
What are UTMA and UGMA accounts? Are there better alternatives? Read on to learn more about these accounts, their drawbacks, and better alternatives.... Read More
Estate Planning, legal education New Tax Proposals
There are two new tax proposals being floated. One is an income tax proposal and the other is a wealth tax proposal. Read on to learn more about...... Read More
Estate Planning, legal education 
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a...... Read More
Estate Planning, legal education 
Wills, Trusts, and Estates — A Beginner’s Guide
If you are new to the concept of estate planning, the entire process probably seems a little overwhelming. The components... Read More
Estate Planning 
Selecting an Agent
Choosing the right Agent under a Power of Attorney is one of the most important choices. This article discusses the qualities of an ideal Agent and qualities to...... Read More
Estate Planning, legal education 
Turning the Page on 2018 and Looking Forward to 2019
As we turn the page and bid farewell to 2018, we look forward to 2019. This article summarizes the major changes for 2019, both in the tax area...... Read More
Estate Planning, legal education 
When Should I Review My Estate Plan?
If you have a comprehensive estate plan in place, you are ahead of over half of all Americans. While you... Read More
Estate Planning 
How Are Trusts Taxed?
Trusts are useful vehicles both during life and after death. This article examines how trusts are income taxed. Grantor trusts are taxed to the grantor, regardless of whether...... Read More
Estate Planning, legal education 
QDRO: Not Just for Divorce Anymore
Transferring an ERISA account, like a 401(k), from one spouse to another can have substantial tax benefits, by delaying Required Minimum Distributions or avoiding early withdrawal penalties. However,...... Read More
Estate Planning, legal education