Looking for a way to stop family arguments over politics? Well, who isn’t. A quick way to derail a familial political scuffle: Quietly announce that you want to talk about your will. The silence should be automatic. It’s...more
1/24/2025
/ Asset Management ,
Beneficiaries ,
Estate Planning ,
Estate Tax ,
Financial Planning ,
Inheritance ,
Power of Attorney ,
Probate ,
Special Needs Trust ,
Trustees ,
Trusts ,
Wills
As we’ve previously discussed, portability is an important feature of an estate plan. Portability allows the surviving spouse to die to “save” any of their predeceased spouse’s unused federal estate and gift exemption amount....more
When we think about making plans to secure our future, generally the discussions revolve around education, career, family, and finances. Creating a comprehensive estate plan, including effective advanced directives, can elude...more
Margaret Schlegel and Ruth Wilcox bond over Christmas shopping, their shared attachment to their respective childhood homes and familial loyalty. Ruth enchants Margaret with stories of her ancestral home, Howards End. Ruth...more
What happened:
Fester Addams, a wealthy bachelor, wants nothing more than to find a great love like that between his older brother Gomez and his wife Morticia, but he is too trusting and easily mislead. Following the...more
The election is only weeks away, and with it is likely to come significant changes to the tax code. Many economists anticipate that, regardless of the outcome, there will likely be tax increases to reduce the federal deficit,...more
10/19/2020
/ Beneficiaries ,
Charitable Donations ,
Coronavirus/COVID-19 ,
Donor-Advised Funds (DAFs) ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Gift-Tax Exemption ,
New Legislation ,
Private Foundations ,
Public Charities ,
SLAT ,
Sunset Provisions ,
Tax Exemptions ,
Tax Liability ,
Tax Planning ,
Transfer Taxes