Estate Planning Blog

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What Happens When Gift Taxes Go Wrong?

This case should be required reading for any person who has an interest in an entity or a trust.
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Can I Avoid Taxes when I Inherit an IRA?

Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in, unless an estate exceeds $11.7 million. The Biden administration has proposed lowering the exemption, but even that proposal wouldn’t affect estates valued at less than about $6 million.
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How Can I Clean Up My Estate Plan?

While estate planning can be emotionally taxing, since you must consider a time after your own passing, it is important to be proactive, both for yourself and for loved ones.
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What is the Purpose of an ILIT?

Life insurance is a sophisticated financial product, with as many variations and permutations as there are creative insurance companies (there are many) and creative insurance planners (there are even more).
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Do I Have to Pay Off My Spouse's Debts After They Die?

Losing your spouse is a painful, confusing time, but add to that repeated calls from an aggressive debt collector and a bad situation suddenly can get even worse.
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Is It Ever Too Late to Talk to Family About Money?

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
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What Does the Role of Estate Executor Entail?

At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate.
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Can Elder Financial Abuse Be Stopped?

The financial exploitation of elderly people comes at a great cost: It costs victims as much as $36.5 billion each year, according to the National Council on Aging. It can also be more difficult to detect than physical abuse and neglect because it’s often done by family members, trusted friends and caregivers.
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Can I Change My Estate Plan During Divorce?

At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
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Is Estate Planning Really That Important?

Over 50% of our adult population (120 million adults) neither have nor realize the significance of having an up-to-date estate plan to protect themselves and their family’s assets. Mountain Times’ recent article entitled “Do you need an estate plan?” explains that estate and gift planning is a process that can protect you and your family.…
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