Tag Archives: estate planning and trust administration

Estate Planning After Your Divorce Decree

You have recently divorced your spouse and the judge has signed the divorce decree. Now what?

Although you may feel as though you have spent enough time and money on lawyers, there is one last attorney you need to talk to: an estate planning attorney. If you and your former spouse had estate planning done together...
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What is Living Probate and When is it Necessary?

No one wants to think about what would happen to them if they became incapacitated, but it’s a critical plan to have in place for your own welfare and the welfare of your loved ones.

Without an appropriate and legal plan in place, your family could be headed to the probate court even before you are...
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Gifts Your Family Will Love but the IRS Won’t Tax

What changes will we see to the tax code in the near future?

At this point it is all speculation but don’t let that prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones.  

Make Annual Exclusion Gifts

  Annual exclusion gifts are transfers of money or property in...
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Can I Make Estate Plans Without My Spouse?

The American family has changed quite a bit over the last few decades, and assumptions that a couple will share bank accounts, tax obligations or even last names can be thrown out the window.

Nowadays, there are plenty of options for couples to keep finances, identities and future plans separate. But what about when it comes...
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