by Christine | Aug 13, 2013 | Estate Law, Estate Planning, Legacy |
We all want to be remembered, to feel that we’ve contributed something to the world. For some, this can be a driving force leading to great accomplishments and extraordinary contributions to mankind. But for most of us with more modest goals, what pushes us is the...
by Christine | Aug 12, 2013 | Elder Law, Estate Law, Estate Planning |
If you live in one of the states with an estate tax, you need to take the tax into account when planning your estate … Another state tax to take into account when planning your estate is the inheritance tax. Just when you think you’ve got the whole federal estate tax...
by Christine | Aug 8, 2013 | Disinheritance, Estate Planning |
“This is the thing people who disinherit someone don’t understand: It puts a huge amount of pressure on those who aren’t being disinherited,” says Caschetta, whose experience inspired her to write a book on the subject that she's trying to get published....
by Christine | Aug 7, 2013 | Charitable Giving, Conservation Easement, Estate Planning |
In general, the value of an easement is the value of the property’s development rights. But in practice, these financial values are far more nuanced and flexible. Do you know the fundamentals of conservation easements? If not, then you might want to do your...
by Christine | Aug 6, 2013 | Estate Planning, Portability |
The first issue regarding portability is what does portability do? The answer is that portability allows the first spouse to die to transfer his/her unused estate tax applicable exclusion amount to the surviving spouse, who can then use it for his/her gift or estate...
by Christine | Aug 2, 2013 | Charitable Giving, Easement, Estate Planning |
If you have property that you would like to be preserved, either for conservation or historic purposes, there is nothing so close to a free lunch as the donation of an easement. You may be entitled to a charitable contribution for the value of the...
