A revocable inheritance trust is useful in the event of divorce. Although people do not enter marriage hoping for or expecting a divorce, separations and
Certain wealth transfer could require the filing of a gift tax return. Some people really like giving gifts and do so any chance they get.
The finances and health of “elder orphans” are in greater danger than for those who have family. Orphans are a vulnerable population. They have lost
Passing a vacation home to the next generation is rarely straightforward. A vacation home fills a variety of roles. For a lot of my clients,
The generous Trump era estate and gift tax exemptions are in countdown mode. According to an article in The Wall Street Journal titled “Estate and
Investing in cryptocurrency can have financial and estate planning impacts. Making investments is a risky business by definition. Even so, stocks and bonds and other
Physicians should have estate plans. Doctors undergo long years of schooling and residency to practice medicine. This requires incredible focus and dedication. As they begin
An inherited IRA can carry significant taxes and fees. Gone are the days of the stretch IRA. The ability of families to pass their retirement
Retitling a house deed can lead to unfortunate unintended consequences. You own a home. If you are like many people, this is likely your most
Cryptocurrency can be easily misplaced after the owner has died. Non-digital and traditional assets are less likely to be lost or misplaced. Your children can
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