Now that you are trustee of your own revocable living trust, you will want to manage it to maximum advantage. While this is not difficult to do, you should remember ...
Many items within a household can affect the overall value of the estate. These items include art, jewelry, collectibles, antiques, musical instruments, and the house itself. Appraisals provide a snapshot ...
What are the big mistakes people make when it comes to estate planning? The biggest mistake is a misunderstanding of beneficiary designations. Many assets today are transferred at death through ...
When we plan our lives and our estates, it’s not all about the estate taxes. Of course, estate taxes should be taken into consideration, but there are many more important ...
By: Brent F. Dille, Esq. Dille Law, PLLC Estate planning contemplates two different general time periods: During life and after your death. Estate planning needs also vary based on the ...
IRAs have beneficiaries and “designated beneficiaries,” and it is important to know the difference. If you wish your heirs to have the opportunity to take full advantage of “stretch” IRAs, ...
Escheat: The power of a state to acquire title to property for which there is no owner. How is it determined that an IRA has no owner? This will depend ...
When I recently asked for suggestions of specific estate-planning-related topics to write about, one thing that immediately became clear is that many people aren’t entirely sure what estate planning is — ...
There are many changes for 2018. Congress passed a last-minute tax law, which the President signed the last business day before the Holidays. Last week the Senate passed the new ...
