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Estate Planning Blog

March 14, 2024
Update Your Estate Plan: Navigating Life's Changes

Discover why updating your estate plan is crucial for securing your legacy. Don't wait for a life event to make necessary changes.

March 14, 2024
Understanding Marital Trusts in Your Estate Plan

A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.

March 14, 2024
Will My Family Need to Pay an Estate Tax?

In 2024, the federal estate tax ranges from 18% to 40%, depending on how much the value of the estate exceeds the current exemption limit of $13.61 million.

March 14, 2024
Succession Planning Addresses Company Operations and Estate Planning

There are two sides to a succession plan. One is for the operation of the company, and the other is for the ownership of the deceased owner's share.

March 13, 2024
How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.

March 7, 2024
Does It Pay to Wait Until 70 to Claim Social Security Benefits?

Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.

March 7, 2024
A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.

March 7, 2024
Understanding the 2024 Gift Tax Exclusions and Strategies for Wealth Transfer

The current landscape of gift tax and generation-skipping transfer (GST) tax exclusions in 2024 offers a window of opportunity for strategic estate planning. Proactive planning, tailored to both federal and state-specific laws, is key to maximizing wealth transfer under these favorable conditions.

March 7, 2024
Understanding the Latest IRS Changes for Estate Planning

Learn how the new IRS rule for step-up in basis impacts assets held in irrevocable trusts and ensure compliance with the new rule, while maximizing the tax benefits for heirs.

March 7, 2024
QTIP Trust: Understanding Qualified Terminable Interest Property Trusts and How They Work

Learn how QTIP trusts can benefit your estate plan by providing for your surviving spouse and other beneficiaries. Understand how they work to maximize tax saving benefits.

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