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Is a Payable on Death Account Right for You and Your Family?

March 21, 2015

Is a Payable on Death Account Right for You and Your Family? Payable on death accounts, or “POD accounts” for short, have become popular for avoiding probate in the last decade or so. What is a POD Account? A POD account is a type of bank ...

Does Your Estate Plan Protect Your Adult Beneficiaries?

March 14, 2015

Does Your Estate Plan Protect Your Adult Beneficiaries? If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day ...

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

March 1, 2015

How to Easily Integrate Asset Protection Trusts into Your Estate Plan Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for your use and ...

Five Changes Proposed in President Obama’s 2016 Budget That Could Affect Your Estate Plan

February 21, 2015

Five Changes Proposed in President Obama’s 2016 Budget That Could Affect Your Estate Plan The Obama administration recently released its budget proposal for the 2016 fiscal year. As in past years, this budget proposes changes to the ...

How to Choose the Right Agent for Your Incapacity Plan

February 17, 2015

How to Choose the Right Agent for Your Incapacity Plan A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as ...

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning

February 14, 2015

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about ...

What the 2015 Inflation Adjustments for the Estate Tax Exemption and Trust Income Tax Brackets Mean for You

February 3, 2015

The Internal Revenue Service has released the official inflation adjustments that will affect 2015 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. 2015 Federal Estate ...

Five Things You Need to Know About the Recently Enacted ABLE Act

February 3, 2015

On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses ...

The Wrong Successor Trustee Can Derail Your Final Wishes

January 8, 2015

Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is crucial to ...

2015 Changes to State Death Taxes

January 6, 2015

If you live or own property in one of the 20 jurisdictions listed below, then you may have a state death tax issue that requires planning. Currently 20 U.S. jurisdictions collect a death tax at the state level: Connecticut, Delaware, the ...

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