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Can a Vacation Home Be Kept in the Family for Generations?

April 22, 2022
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
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Organize Your Important Papers and Get Personal and Financial Affairs in Order

April 21, 2022
The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange it in a format that will benefit you now and your loved ones later.
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How Does a Trust Fund Work?

April 20, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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How Do You Get a Power of Attorney?

April 18, 2022
To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.
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What are the Current Gift Tax Limits?

April 15, 2022
In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.
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How to Handle Digital Assets in a Will

April 14, 2022
The rapid rise in circulation and growing popularity of cryptocurrencies is prompting attorneys and estate planners to adjust, as digital assets are inherited through wills, trusts and estates, according to experts who warn of the danger of lost or misappropriated assets.
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No Will? What Happens Now Can Be a Horror Show

April 13, 2022
It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
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Why Shouldn’t I Wait to Draft my Will?

April 12, 2022
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
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Should I have a Discretionary Trust in My Estate Plan?

April 11, 2022
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
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