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Need to Know Estate Taxes

Knowing the tax rules can help you pass on more of your money to your loved ones while minimizing taxes.
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Special Needs Trusts For Loved Ones

While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later.
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Does Divorce Impact Estate Planning?

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.
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Joint Accounts With Rights of Survivorship?

Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
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Step-Up in Basis?

Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
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What's Overlooked in Estate Plans?

There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
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When Can I Sue an Executor?

The deceased person's beneficiaries, meanwhile, get to receive assets from the estate. In terms of executor vs. beneficiary rights, there are several differences with regard to what type of authority each one has.
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Avoid Estate Planning Unintended Consequences.

Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.
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What Is Probate?

How this is handled now depends on the plans the deceased made when they were alive. For some people, that might mean probate.
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Single Parents Need Estate Planning

Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.
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