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Who Needs a SLAT Trust?

December 14, 2022
A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.
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Responsibilities of Being a Guardian

December 13, 2022
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.
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Unified Credit Gift Tax Exclusions?

December 12, 2022
Gift taxes and estate taxes are only applied if your bequeathed assets exceed a certain dollar amount. Here’s a look at what the unified tax credit is, how it relates to gift or estate taxes and who this credit impacts.
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Can You Plan for Probate?

December 9, 2022
The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
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Transferring Family Business to Next Generation

December 8, 2022
Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
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Prevent Will from Being Contested?

December 7, 2022
From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.
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Is Guardianship a Good Idea?

December 6, 2022
A guardianship is a court-ordered relationship that is created to protect a person who is incapable of handling their estate or personal affairs. Guardianship law varies by state.
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Most Important: Estate Plan or Trust?

December 5, 2022
Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways.
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Crypto & NFT in Estate Planning

December 1, 2022
To the Web3 user, forever losing digital assets to inaccessible wallets is a nightmare scenario that rivals losing everything to rug pulls and other scams. However, while losing crypto and NFTs due to poor estate planning is hardly any different, it’s less likely to be on people’s minds.
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Do Families Fight Over Inheritance?

November 30, 2022
In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
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