by Christine | May 20, 2014 | Estate Planning, Gift, Inheritance |
Ultimately, the decision about whether to leave your children money now or later depends entirely on your financial and family circumstances. Deciding whether or not to leave an inheritance is only part of the equation. When should you give it – now or later?...
by Christine | May 19, 2014 | Estate Planning, Inheritance, Wills |
Dividing money is easy. But who gets Mom’s tea set? When we hear about heirs fighting over an inheritance, most of us think about money as being the main issue. But money isn't everything! How you split up priceless family artifacts and other physical goods can...
by Christine | May 14, 2014 | Charitable Giving, Estate Planning, Philanthropy |
Today, with smaller families and more women choosing not to have children, “the dynamic has changed pretty significantly for the generation of baby boomers. The option of doing something charitably significant with their estates is a change,” he said. The New York...
by Christine | May 12, 2014 | 2012, Estate Planning |
…There are a few important questions many of us don’t think about. They’re the often overlooked issues of estate planning that could make all the difference for your relatives and heirs after you pass. Estate planning encompasses so many areas of your life. For...
by Christine | May 6, 2014 | Estate Planning, Inheritance, Real Estate |
Perhaps the more important detail of this story is that the home was sold in an estate sale by heirs who appear to have let the property go for considerably less than market value. Inherited property brings with it certain important responsibilities, and that goes...
by Christine | May 5, 2014 | Estate Law, Estate Planning |
One of the key advantages of a portability-based estate plan over a credit shelter trust-based estate plan is that portability allows the married couple to obtain a second step up in basis upon the death of the second spouse. With the new ability to minimize estate...
