by Christine | Jun 6, 2013 | Estate Planning, Trusts, Wills |
Circumstances change over the course of a lifetime—and your documents need to keep pace. Grandchildren enter the picture, as do second spouses and sons-in-law. Estate and gift tax exclusion limits move up and down. When you create your estate plan, it is important...
by Christine | Jun 4, 2013 | Estate Law, Estate Planning, Family Planning |
Unfortunately, estate planning can cause family feuds over inheritance, often leading to litigation that can become lengthy and costly with no clear winner. From our experience, family litigation occurs not from a lack of trying to solve the issue, but from a lack of...
by Christine | May 29, 2013 | Elder Law, Estate Planning |
People are calling "family meetings" nowadays not only to deal with their parents' health issues but increasingly to sort out their finances as well. No communication is bad communication. So regardless of how hard certain "talks" can be, there...
by Christine | May 28, 2013 | Estate Law, Estate Planning |
This post concerns potential estate tax saving from establishing a separate revocable trust for each spouse and dividing the marital estate between the two trusts. What is a "unified credit" and how does it affect your estate plans? Forbes recently shed some...
by Christine | May 22, 2013 | Elder Care, Elder Law, Estate Planning |
“To the extent that there is a disconnect between parents and their grown children on these financial topics, our data show that families can look to mom to help bridge that gap,” says Lauren Brouhard, senior vice president of retirement in Fidelity’s Personal...
by Christine | May 14, 2013 | Estate Law, Estate Planning, Wills |
Nearly 2.5 million Americans died last year, many without signing a will. One of them was apparently Roman Blum, a Holocaust survivor and New York real estate developer who was worth almost $40 million when he passed away in January 2012 at the age of 97 … If, after...
