May 27, 2021 | Estate Planning
Protect Your Assets With a “Hybrid” DAPT June 10, 2021 One benefit of the current federal gift and estate tax exemption amount ($11.7 million in 2021) is that it allows most people to focus their estate planning efforts on asset protection and other wealth...
May 27, 2021 | Estate Planning
Are You Holding a Joint Title to Property with a Family Member or Friend? June 7, 2021 Owning assets jointly with one or more of your children or other heirs is a common estate planning “shortcut.” But like many shortcuts, it may produce unintended — and...
May 25, 2021 | Estate Planning
Beware of the “Reciprocal Trust” Doctrine May 27, 2021 If you and your spouse have similar irrevocable trusts that benefit each other, it’s important to know that the trusts might be subject to the “reciprocal trust” doctrine. In a nutshell, the...
May 17, 2021 | Estate Planning
Choosing a Guardian for Your Children May 17, 2021 If you have minor children, choosing a guardian to care for them should you die unexpectedly is one of the most important estate planning decisions you must make. It’s also one of the most difficult. So...
May 3, 2021 | Estate Planning, Estate Planning PENDING
Four Reasons to Revisit Your Powers of Attorney May 13, 2021 Although much of estate planning deals with what happens after you die, it’s equally important to have a plan for making critical financial or medical decisions if you’re unable to make them for...
May 3, 2021 | Estate Planning
Should a Tax Apportionment Clause Be in Your Estate Plan? May 6, 2021 Even though the federal gift and estate tax exemption is currently very high ($11.7 million for 2021), there are families that still have to contend with significant federal estate tax...
