Report Cites Need for Professional Estate Planning Advice After a Move
An interesting new report from Forbes Magazine highlights the need for updating an estate plan after a move. You should receive advice after a move from experienced attorney.
Articles about Planning
I have several referrals for trust administration attorneys. Which questions to ask?
Finding the right trust administration attorney is not always a simple process. Read more here to learn about which questions to ask.
Creating an Estate Plan When Your Spouse Is Not a U.S. Citizen, Consider a QDOT
Unfortunately for couples with a non-U.S. citizen spouse, the unlimited marital deduction doesn’t apply, so consider a Qualified Domestic Trust or QDOT.
What are the advantages and disadvantages of using an irrevocable trust?
Using an irrevocable trust may sometimes be discussed. While they offer many advantages, use them cautiously since they are permanent.
President Obama Once Again Creates Uncertainty In Planning Your Estate
President Obama releases his new budget which starting in 2018 will resullt in higher estate taxes.
Seven Estate-Planning Priorities That May Change Over Time
As life carries on, our needs and priorities naturally change. We see this very clearly when it comes to estate planning.