Before you add to your estate planning documents the names of the people you want to carry out your wishes, consider these tips. Death and incapacity are hard topics to ...
Before you die, there are some things you really should do. You should enjoy life, spend time with your loved ones, take a great trip, learn something, and give thanks ...
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.Unless you spend your winters ...
Unfortunately, death doesn’t relieve one’s obligation to file a final federal income tax return. Benjamin Franklin coined the famous saying that “in this world, nothing is certain but death and ...
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind. Getting an ...
At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate. The designation is both an honor and an obligation. ...
Congress passed SECURE 2.0 which was buried inside the more than 4000 pages of the $1.7 billion Consolidated Appropriations Act of 2023 which was necessary to avoid the shutdown of ...
As we are now now deep into the holidays, it is around this time that family dynamics and discord typically rise to the surface. In fact, avoiding family disputes is ...
Qualified State Tuition programs, more commonly known as “529” plans are a great way to save for the education of loved ones. Contributions to the plans enjoy deferral of income ...
By Brent F. Dille, Esq. If your spouse isn’t a United States citizen, some special legal rules may affect your estate planning. But for the most part, you can proceed ...
