ESTATE PLANNING BASICS Death is inevitable. There are some steps and planning we should take to put our affairs in order. This can be accomplished through…
By Wagner Sidlofsky LLP “I don’t care who paid for the property – it’s in my name.” But that’s the middle of the story – let’s…
Estate tax critics very often say the estate tax hurts farms and family businesses. I certainly don’t want to enter the tax vs. limited tax…
Leaving an inheritance to a beneficiary outright makes the money subject to the person’s creditors, divorcing spouses and of course their own lack of maturity…
A qualified IRA trust allows your individual retirement funds to “flow” through a special Trust to assure monies are paid to beneficiaries over their respective…
The U.S. Supreme Court’s ruling will change estate planning for affluent same-sex married couples. United States v.Windsor, the case in the news last week, involved…
A USA Today article on February 13, 2013 dealt with this very issue. See “Memory Issues Can Wreck Your Finances If You Don’t Plan Ahead.”…
Hello: You have probably heard about estate taxes, also called “death taxes.” You may be interested to learn that the IRS counts about everything yo…
A recent article in Accounting Today discussed a new software program that prepares your own estate planning legal documents. While for very simple estates with…
This question gets asked a lot. Everyone should have an estate plan, meaning a Will, powers of attorney, and similar. But when should you have…