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When Can I Sue an Executor?

April 26, 2023
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.

April 25, 2023
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?

April 24, 2023
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

April 21, 2023
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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Proposed Taxes Impact Estate Planning?

April 20, 2023
President Joe Biden is proposing a series of tax increases on investors and top-earning Americans in his annual budget request to Congress.
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Long-Term Care and Irrevocable Trusts

April 19, 2023
With the possibility of needing long-term care in the future, many people are interested in proactive planning.
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Motivate My Heirs After I’m Gone?

April 18, 2023
Is It OK to Rule from the Grave?
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Inheritance and Estate Taxes

April 17, 2023
Federal estate taxes were created in 1916, taxing estates valued at over $5 million. This amount changed to $50 million in 1932. In 1940, it dropped to $10 million, then $5, then $3. In 2002-2007 estates worth more than $2 million paid the tax.
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Transfer on-Death in Estate Planning?

April 13, 2023
A primary benefit of using TOD/POD designations is that assets held in the account will pass automatically to the beneficiary without having to go through probate.
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Top 10 Estate Planning Myths

April 12, 2023
Everyone needs to worry about estate planning. That planning doesn’t only pertain to what happens when you die but what could happen if you end up incapacitated.
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