If you hold real estate in Joint Tenancy with a spouse, and the survivor of you sells a property after a death, you'll be over taxed.

Tips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.

Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.

The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken

Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.

People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a...

Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for...

The estate planning attorney is familiar with this gentleman’s plan to avoid the “courtroom mumbo jumbo” described in the article “Estate...

Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...

When it comes to estate planning with wills and trusts, fair does not always mean equal. Sometimes parents have good reasons for wanting...

There are many reasons to have a Living Trust. Living trusts (also called revocable trusts and revocable living trusts) are a great...

Inheritance trusts are used to maintain some level of control in how assets of any size are passed on to and used by another person...

Estate planning attorneys advise meeting about how the Tax Cuts and Jobs Act could affect your taxes. If you haven’t had a talk with your...

What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...

Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....

Trusts are often associated with the very wealthy, who want to pass on their wealth to future heirs. However, there are many good reasons...

This is never a decision to be made lightly, but we do live in a world where families aren’t always as perfect as their holiday cards....

It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...

I’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my...