News & Analysis as of September 2, 2025

Tax Planning

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Estate taxes, also known as inheritance or death taxes, are taxes on an individual's right to transfer property at death.

Safeguarding Your Israeli Apartment with Proper Estate Planning

Offit Kurman on 3/6/2025

For many families, owning an apartment in Israel – whether as a second home or a cherished holiday retreat – is a lifelong dream. The journey from selecting the right property, navigating the purchase process, and turning a...more

Nonresidents Beware: Oregon's and Washington's Fractional Formula and Apportionment Rules Apply to In-State Property

Davis Wright Tremaine LLP on 3/3/2025

At $13.99 million for 2025, the federal estate tax exclusion is the largest it has ever been, but it will be reduced by half in 2026, which you can read more about in this advisory....more

The Estate Planner, March/April 2024

Shumaker, Loop & Kendrick, LLP on 3/6/2024

Revocable trusts - Don’t forget to fund the trust throughout your lifetime - Many estate plans are built around revocable trusts (sometimes called “living trusts”). These trusts allow you to 1) avoid the time, expense...more

Legal Considerations of Living Together in a Multi-Generational Home

Bowditch & Dewey on 10/13/2020

During COVID, many of us are balancing working remotely while caring for our children. This autumn, most of our children are returning to part-time or all remote school. We are using our residences as a home, office, and...more

Top 10 Estate Planning Mistakes & How to Avoid Making Them

Ward and Smith, P.A. on 6/13/2019

As estate planners, we have seen it all over the years. What we have learned is that people make some common mistakes. Whether due to procrastination, lack of follow through, or ignoring their own mortality! This article...more

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