Required Minimum Distributions from IRAs and 401Ks have both tax and estate planning ramifications. Several tactics meant for tax planning can relate directly to one’s estate plan.
Advising military veterans and their family members is an important aspect of estate planning and elder law.
The death of Colts team owner Irsay gave rise to speculation about the taxes that might be due on his estate….
Veterans and their surviving spouses are often uninformed about benefits for which they can qualify in terms of home health care and respite for caregivers.
Probate is a term people often hear when talking about wills and estates, but many do not fully understand it. Whether you are planning your estate or dealing with a loved one's passing, knowing about this process can help you make informed decisions. What is probate?...
Intra-family loans can be a good planning tool, in addition to helping provide assistance to loved ones. However, caution is in order, to avoid both tax problems and interpersonal misunderstanding.
Fear and hesitation to sell your company may prevent effective planning and lead to missed opportunities.
A common misconception is that estate planning is necessary only for those with children ad with significant assets. There are important reasons for single individuals to prepare an estate plan.
New and pending legislation on both a state and Federal level will potentially affect our clients – here are some of the issues under discussion….
Behavioral qualities make people act in a certain way, and estate planning is a particularly sensitive top, with different personality types tending to react differently.
