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Estate Planning for Millennials: Why Do It?

Most millennials don’t want to think about what happens after they die. When you are caught up in the present, death seems improbable or even impossible. Saying millennials need an estate plan sounds much more complicated than it is. Really, an estate plan just outlines a course of action for your inevitable future. Questions to…

Pet Trusts: Taking Care of the Forgotten Family

Whether as a friendly companion or a fully-fledged family member, pets have become an important component to many households. It’s a wonder then, why estate plans often overlook pets. Planning for an animal care is like planning for dependent children. As such, trusts are seen to be superior to wills as they can bypass the…

Change with the Times: Estate Planning For the Digital Age

  Estate planning provides for the transfer of your assets through a will or a trust. These traditional estate planning documents do not specifically mention digital assets, despite the fact that almost everyone now has at least some digital assets. This traditional estate plan formula has worked for decades to transfer the assets of a…

Don’t Let Moving Take The Merry Out of Your Christmas!

Buying or selling a home is stressful, and if not done right, can cause major headaches. Let’s face it– no one wants the added stress during the already busy holiday season. A real estate attorney will negotiate and make the transaction come together in a peaceful manner that’s fair and amenable to all parties. Whether you…

3 Signs You Need To Update Your Estate Plan

Estate plans are only effective when they accurately reflect your circumstances, as well as current state and federal tax law. Neglected estate plans not only jeopardize your estate planning wishes but may also negatively impact your loved ones, not to mention yourself. The unintended consequences of an outdated estate plan can result in issues such…

Regularly Update Your Estate Plan- Ensure Your Intentions are Current and Known

1. Will Whether or not it still matches your current ideas about your estate plan, a will remains in force until you revoke it. This means not changing your will when a triggering life event occurs can cause something you do not want to happen. The birth of a new child, moving to a new…

Joint vs. Separate Trusts for Married Couples

Deciding between joint and separate trusts for married couples has been a conundrum within the estate planning community for a long time. While many attorneys swear by one trust over the other, there are many factors—such as, the state in which the couple resides, the total of their marital estate, and the couple’s relationship itself—that contribute to…

Beating GST Tax With HEETS

  The generation-skipping transfer tax (GSTT) often impedes people who wish to leave assets to their grandchildren. The GSTT is the IRS’s way of ensuring such gifts—as well as the grandparent’s estate—do not escape taxation. However, there is a way for you to make such gifts without incurring the GSTT and that’s through the creation…

Estate Planning For Blended Families

Yes, I suppose they fit the broad definition of a blended family, but the story of the “lovely lady” and a “man named Brady” was, of course, simply that. A story. When I turn off the TV and look at today’s blended families, my first observation is how very unique and different they all are.…

It’s Estate Planning Week!

Trust fund kid: the term conjures up images of entitlement, snobbery, and pastel golf shirts. Daddy’s spoiled little brats account for only a little more than 1% of the U.S. population (there’s that maligned 1% again). When compared to the approximately 22% of Americans who inherited money, those who did so via a trust fund are an…