by Christine | Sep 1, 2014 | Asset Protection, Assets, Beneficiary, Estate Law, Estate Plan, Estate Planning, Inheritance, Living Trust, Probate, Trusts, Wills |
Leaving even a small inheritance to your children requires planning. Regardless the size of your estate, structuring an inheritance properly can avoid problems and help your beneficiaries use your hard-earned assets more wisely. Last year, AARP included an article in...
by Christine | Jul 16, 2014 | Art, Estate Law, Estate Tax, Tax Law, Valuation |
New rules and enforcement guidelines may render these items not only illegal to export or import, but also unsalable within the United States. Valuing artwork is never an easy task. It gets all the more tricky with antiques composed of protected materials which cannot...
by Christine | Jun 26, 2014 | Estate Law, Estate Planning, GIfting |
Here are a few easy approaches that can reduce or avoid taxes, and are also effective wealth transfer techniques. Gifting makes up one of the pillars of estate planning. Strategic gifting can mean all the difference between a plan for family wealth that works and a...
by Christine | Jun 18, 2014 | Estate Law, Estate Planning |
As growing numbers of people use reproductive technology to have children later in life or overcome infertility issues, many affluent Americans are leaving behind “genetic material” that could conceivably add a new heir to the family. Estate planning is all about...
by Christine | Jun 16, 2014 | Beneficiary Designation, Beneficiary Forms, Estate Law, Individual Retirement Accounts (IRA) |
Finally your will is finished, and you can sleep soundly knowing that your heirs will receive the assets that you intend. Right? Not necessarily. If you've got a will, you may feel like you are all set when it comes to your estate plans. But does your will have a...
by Christine | Jun 12, 2014 | Estate Law, Estate Planning, Trustee, Trusts |
Here are three factors that your clients should consider when making this important decision. How do you make sure you leave the trust in the right hands? Picking a trustee can be a very difficult task. It is not the same as crafting words to paper – ink is cheap in a...
